HomeCompareTHPMX vs JEPQ

THPMX vs JEPQ: Dividend Comparison 2026

THPMX yields 9.84% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $7.5K in total portfolio value
10 years
THPMX
THPMX
● Live price
9.84%
Share price
$14.20
Annual div
$1.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.3K
Annual income
$1,826.00
Full THPMX calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — THPMX vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTHPMXJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, THPMX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
THPMX pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

THPMX
Annual income on $10K today (after 15% tax)
$836.17/yr
After 10yr DRIP, annual income (after tax)
$1,552.10/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $376.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of THPMX + JEPQ for your $10,000?

THPMX: 50%JEPQ: 50%
100% JEPQ50/50100% THPMX
Portfolio after 10yr
$42.1K
Annual income
$2,047.59/yr
Blended yield
4.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

THPMX buys
0
JEPQ buys
0
No recent congressional trades found for THPMX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTHPMXJEPQ
Forward yield9.84%11.47%
Annual dividend / share$1.40$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.3K$45.8K
Annual income after 10y$1,826.00$2,269.18
Total dividends collected$14.0K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: THPMX vs JEPQ ($10,000, DRIP)

YearTHPMX PortfolioTHPMX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,684$983.73$11,967$1,146.53$283.00JEPQ
2$13,576$1,074.17$14,216$1,268.02$640.00JEPQ
3$15,693$1,166.47$16,774$1,392.20$1.1KJEPQ
4$18,051$1,260.14$19,667$1,518.21$1.6KJEPQ
5$20,669$1,354.71$22,925$1,645.21$2.3KJEPQ
6$23,566$1,449.73$26,578$1,772.40$3.0KJEPQ
7$26,760$1,544.76$30,656$1,899.04$3.9KJEPQ
8$30,273$1,639.39$35,194$2,024.45$4.9KJEPQ
9$34,125$1,733.26$40,228$2,148.01$6.1KJEPQ
10$38,340$1,826.00$45,796$2,269.18$7.5KJEPQ

THPMX vs JEPQ: Complete Analysis 2026

THPMXStock

The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of medium-sized companies that at the time of purchase fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).

Full THPMX Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.