HomeCompareTSHMY vs JEPQ

TSHMY vs JEPQ: Dividend Comparison 2026

TSHMY yields 2.75% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TSHMY wins by $4.70M in total portfolio value· pulled ahead in Year 4
10 years
TSHMY
TSHMY
● Live price
2.75%
Share price
$17.10
Annual div
$0.47
5Y div CAGR
75.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.75M
Annual income
$3,785,657.43
Full TSHMY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — TSHMY vs JEPQ

📍 TSHMY pulled ahead of the other in Year 4

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 PeriodTSHMYJEPQ
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, TSHMY + JEPQ cover 0 of 12 monthsgood coverage

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

TSHMY
Annual income on $10K today (after 15% tax)
$233.63/yr
After 10yr DRIP, annual income (after tax)
$3,217,808.82/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, TSHMY beats the other by $3,215,979.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TSHMY: 50%JEPQ: 50%
100% JEPQ50/50100% TSHMY
Portfolio after 10yr
$2.40M
Annual income
$1,893,905.00/yr
Blended yield
79.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TSHMY buys
0
JEPQ buys
0
No recent congressional trades found for TSHMY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTSHMYJEPQ
Forward yield2.75%11.10%
Annual dividend / share$0.47$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR75.8%0%
Portfolio after 10y$4.75M$44.8K
Annual income after 10y$3,785,657.43$2,152.59
Total dividends collected$4.64M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTSHMY PortfolioTSHMY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,183$483.19$11,930$1,110.39$747.00JEPQ
2$12,854$887.81$14,133$1,224.34$1.3KJEPQ
3$15,430$1,676.58$16,632$1,340.46$1.2KJEPQ
4← crossover$19,817$3,306.71$19,454$1,457.97+$363.00TSHMY
5$28,182$6,977.49$22,626$1,576.08+$5.6KTSHMY
6$46,457$16,302.83$26,175$1,694.09+$20.3KTSHMY
7$93,865$44,155.46$30,133$1,811.32+$63.7KTSHMY
8$247,013$146,577.90$34,531$1,927.17+$212.5KTSHMY
9$898,059$633,754.95$39,403$2,041.08+$858.7KTSHMY
10$4,746,581$3,785,657.43$44,787$2,152.59+$4.70MTSHMY

TSHMY vs JEPQ: Complete Analysis 2026

TSHMYStock

Shibaura Machine Co., Ltd. engages in the manufacture and sale of various machines in Japan and internationally. Its principal products include injection molding machines, die-casting machines, plastic extrusion machines, nano processing systems, machine tools, FA controllers, servo motors, industrial robots, IOT+m, and additive manufacturing systems. The company also provides machine tools that include double column type machining centers, bridge type machines, boring machines, horizontal machining centers, vertical boring and turning mills, and roll grinding machines. The company was formerly known as Toshiba Machine Co., Ltd. and changed its name to Shibaura Machine Co., Ltd. in April 2020. Shibaura Machine Co., Ltd. was founded in 1875 and is headquartered in Tokyo, Japan.

Full TSHMY 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.