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BLUMY vs JEPI: Dividend Comparison 2026

BLUMY yields 5.04% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BLUMY wins by $6448.31M in total portfolio value
10 years
BLUMY
BLUMY
● Live price
5.04%
Share price
$1.79
Annual div
$0.09
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$6448.34M
Annual income
$6,211,671,120.19
Full BLUMY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — BLUMY vs JEPI

📍 BLUMY 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 PeriodBLUMYJEPI
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, BLUMY + JEPI cover 0 of 12 monthsgood coverage

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

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

BLUMY
Annual income on $10K today (after 15% tax)
$428.57/yr
After 10yr DRIP, annual income (after tax)
$5,279,920,452.16/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, BLUMY beats the other by $5,279,919,152.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BLUMY + JEPI for your $10,000?

BLUMY: 50%JEPI: 50%
100% JEPI50/50100% BLUMY
Portfolio after 10yr
$3224.18M
Annual income
$3,105,836,324.40/yr
Blended yield
96.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BLUMY buys
0
JEPI buys
0
No recent congressional trades found for BLUMY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBLUMYJEPI
Forward yield5.04%8.40%
Annual dividend / share$0.09$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$6448.34M$29.0K
Annual income after 10y$6,211,671,120.19$1,528.62
Total dividends collected$6431.75M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: BLUMY vs JEPI ($10,000, DRIP)

YearBLUMY PortfolioBLUMY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,708$1,008.40$11,260$840.19+$448.00BLUMY
2$14,735$2,206.88$12,641$907.94+$2.1KBLUMY
3$20,958$5,191.26$14,150$978.20+$6.8KBLUMY
4$36,226$13,801.11$15,795$1,050.85+$20.4KBLUMY
5$83,351$44,589.85$17,584$1,125.74+$65.8KBLUMY
6$280,955$191,768.86$19,526$1,202.74+$261.4KBLUMY
7$1,508,847$1,208,225.70$21,628$1,281.69+$1.49MBLUMY
8$13,742,856$12,128,388.94$23,898$1,362.43+$13.72MBLUMY
9$221,186,292$206,481,436.08$26,347$1,444.79+$221.16MBLUMY
10$6,448,340,452$6,211,671,120.19$28,982$1,528.62+$6448.31MBLUMY

BLUMY vs JEPI: Complete Analysis 2026

BLUMYStock

Blue Moon Group Holdings Limited engages in the research, design, development, manufacture, and sale of personal hygiene, home care, and fabric care products in China. It offers fabric care products, including machine wash laundry, pre-wash treatment, underwear laundry, hand wash, strain removers, and fabric softeners, as well as baby liquid laundry detergents; personal hygiene products comprising liquid soaps; toilet and bathroom cleaners; and general home care products, such as anti-mould cleansers, washing machine cleaners, floor cleaners, bleaches, glass cleaners, multi-surface cleaners, and rust cleaners; and antiseptic disinfectant liquids. The company also provides kitchen cleaning products, including utensil, fruit, and vegetable cleaning products, as well as range of hood cleaners. The company offers its products under the Blue Moon, Supreme, Jingxiang, and Tianlu brands. It sells its products through e-commerce platforms, online stores, hypermarkets, supermarkets, and offline distributors. The company was founded in 1992 and is headquartered in Guangzhou, China.

Full BLUMY Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.