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TWMIX vs JEPQ: Dividend Comparison 2026

TWMIX yields 1.10% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWMIX wins by $6.17M in total portfolio value· pulled ahead in Year 6
10 years
TWMIX
TWMIX
● Live price
1.10%
Share price
$15.51
Annual div
$0.17
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$6.22M
Annual income
$5,287,829.43
Full TWMIX 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 — TWMIX vs JEPQ

📍 TWMIX pulled ahead of the other in Year 6

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 PeriodTWMIXJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, TWMIX + JEPQ cover 0 of 12 monthsgood coverage

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

TWMIX
Annual income on $10K today (after 15% tax)
$93.11/yr
After 10yr DRIP, annual income (after tax)
$4,494,655.02/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, TWMIX beats the other by $4,492,825.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWMIX: 50%JEPQ: 50%
100% JEPQ50/50100% TWMIX
Portfolio after 10yr
$3.13M
Annual income
$2,644,991.00/yr
Blended yield
84.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWMIX buys
0
JEPQ buys
0
No recent congressional trades found for TWMIX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWMIXJEPQ
Forward yield1.10%11.10%
Annual dividend / share$0.17$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$6.22M$44.8K
Annual income after 10y$5,287,829.43$2,152.59
Total dividends collected$6.12M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTWMIX PortfolioTWMIX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,919$219.08$11,930$1,110.39$1.0KJEPQ
2$12,131$447.14$14,133$1,224.34$2.0KJEPQ
3$13,908$928.51$16,632$1,340.46$2.7KJEPQ
4$16,872$1,989.85$19,454$1,457.97$2.6KJEPQ
5$22,564$4,511.84$22,626$1,576.08$62.00JEPQ
6← crossover$35,423$11,278.94$26,175$1,694.09+$9.2KTWMIX
7$70,998$33,095.85$30,133$1,811.32+$40.9KTWMIX
8$199,957$123,989.13$34,531$1,927.17+$165.4KTWMIX
9$866,662$652,707.85$39,403$2,041.08+$827.3KTWMIX
10$6,215,158$5,287,829.43$44,787$2,152.59+$6.17MTWMIX

TWMIX vs JEPQ: Complete Analysis 2026

TWMIXStock

Seeks capital growth

Full TWMIX 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.