HomeCompareDMTX vs JEPI

DMTX vs JEPI: Dividend Comparison 2026

DMTX yields 33.61% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DMTX wins by $133.4K in total portfolio value
10 years
DMTX
DMTX
● Live price
33.61%
Share price
$5.95
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$162.7K
Annual income
$23,743.12
Full DMTX calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — DMTX vs JEPI

📍 DMTX 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 PeriodDMTXJEPI
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, DMTX + JEPI cover 0 of 12 monthsgood coverage

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

DMTX
Annual income on $10K today (after 15% tax)
$2,857.14/yr
After 10yr DRIP, annual income (after tax)
$20,181.65/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, DMTX beats the other by $18,844.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DMTX: 50%JEPI: 50%
100% JEPI50/50100% DMTX
Portfolio after 10yr
$96.0K
Annual income
$12,658.39/yr
Blended yield
13.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DMTX buys
0
JEPI buys
0
No recent congressional trades found for DMTX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDMTXJEPI
Forward yield33.61%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$162.7K$29.3K
Annual income after 10y$23,743.12$1,573.67
Total dividends collected$115.8K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDMTX PortfolioDMTX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,061$3,361.34$11,276$855.74+$2.8KDMTX
2$19,463$4,417.29$12,675$926.02+$6.8KDMTX
3$26,540$5,714.18$14,207$999.01+$12.3KDMTX
4$35,679$7,282.07$15,878$1,074.57+$19.8KDMTX
5$47,326$9,149.45$17,697$1,152.57+$29.6KDMTX
6$61,981$11,342.20$19,674$1,232.87+$42.3KDMTX
7$80,203$13,882.63$21,815$1,315.29+$58.4KDMTX
8$102,606$16,788.64$24,131$1,399.68+$78.5KDMTX
9$129,861$20,073.06$26,630$1,485.86+$103.2KDMTX
10$162,694$23,743.12$29,323$1,573.67+$133.4KDMTX

DMTX vs JEPI: Complete Analysis 2026

DMTXStock

DMTX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DMTX shares.

Full DMTX 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.