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TMST vs JEPQ: Dividend Comparison 2026

TMST yields 9.80% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $7.5K in total portfolio value
10 years
TMST
TMST
● Live price
9.80%
Share price
$20.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.3K
Annual income
$1,816.11
Full TMST 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 — TMST 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 PeriodTMSTJEPQ
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, TMST + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TMST 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.

TMST
Annual income on $10K today (after 15% tax)
$833.33/yr
After 10yr DRIP, annual income (after tax)
$1,543.69/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 $385.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TMST: 50%JEPQ: 50%
100% JEPQ50/50100% TMST
Portfolio after 10yr
$42.0K
Annual income
$2,042.65/yr
Blended yield
4.86%
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Analyst Conviction Gap

Where Wall Street is most bullish on TMST right now

TMST
Analyst Ratings
3
Buy
4
Hold
1
Sell
Consensus: Hold
Altman Z
2.4
Piotroski
5/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMST buys
0
JEPQ buys
0
No recent congressional trades found for TMST or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTMSTJEPQ
Forward yield9.80%11.47%
Annual dividend / share$2.00$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$1,816.11$2,269.18
Total dividends collected$14.0K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTMST PortfolioTMST Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,680$980.39$11,967$1,146.53$287.00JEPQ
2$13,568$1,070.22$14,216$1,268.02$648.00JEPQ
3$15,680$1,161.87$16,774$1,392.20$1.1KJEPQ
4$18,032$1,254.85$19,667$1,518.21$1.6KJEPQ
5$20,643$1,348.70$22,925$1,645.21$2.3KJEPQ
6$23,531$1,442.98$26,578$1,772.40$3.0KJEPQ
7$26,716$1,537.24$30,656$1,899.04$3.9KJEPQ
8$30,217$1,631.10$35,194$2,024.45$5.0KJEPQ
9$34,056$1,724.17$40,228$2,148.01$6.2KJEPQ
10$38,256$1,816.11$45,796$2,269.18$7.5KJEPQ

TMST vs JEPQ: Complete Analysis 2026

TMSTStock

TimkenSteel Corporation manufactures and sells alloy steel, and carbon and micro-alloy steel products in the United States and internationally. It offers carbon, micro-alloy, and alloy steel ingots, bars, tubes, and billets, as well as supplies machining and thermal treatment services. The company's products are used in gears; hubs; axles; crankshafts and connecting rods; oil country drill pipes; bits and collars; bearing races and rolling elements; bushings; fuel injectors; wind energy shafts; anti-friction bearings; and other applications. It also provides custom-make precision steel components. The company offers its products and services to the automotive; oil and gas; industrial equipment; mining; construction; rail; defense; heavy truck; agriculture; power generation; and oil country tubular goods sectors. TimkenSteel Corporation was founded in 1899 and is headquartered in Canton, Ohio.

Full TMST 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.