HomeCompareFINMF vs JEPI

FINMF vs JEPI: Dividend Comparison 2026

FINMF yields 0.91% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FINMF wins by $3.30M in total portfolio value· pulled ahead in Year 4
10 years
FINMF
FINMF
● Live price
0.91%
Share price
$66.00
Annual div
$0.60
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.33M
Annual income
$2,746,967.07
Full FINMF 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 — FINMF vs JEPI

📍 FINMF 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 PeriodFINMFJEPI
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, FINMF + JEPI cover 0 of 12 monthsgood coverage

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

FINMF
Annual income on $10K today (after 15% tax)
$77.14/yr
After 10yr DRIP, annual income (after tax)
$2,334,922.01/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, FINMF beats the other by $2,333,622.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FINMF: 50%JEPI: 50%
100% JEPI50/50100% FINMF
Portfolio after 10yr
$1.68M
Annual income
$1,374,247.85/yr
Blended yield
81.86%
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Analyst Conviction Gap

Where Wall Street is most bullish on FINMF right now

FINMF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
1.7
Piotroski
7/9
JEPI
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)

FINMF buys
0
JEPI buys
0
No recent congressional trades found for FINMF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFINMFJEPI
Forward yield0.91%8.40%
Annual dividend / share$0.60$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$3.33M$29.0K
Annual income after 10y$2,746,967.07$1,528.62
Total dividends collected$3.26M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFINMF PortfolioFINMF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,882$181.52$11,260$840.19$378.00JEPI
2$12,012$369.19$12,641$907.94$629.00JEPI
3$13,615$761.79$14,150$978.20$535.00JEPI
4← crossover$16,182$1,613.88$15,795$1,050.85+$387.00FINMF
5$20,900$3,585.34$17,584$1,125.74+$3.3KFINMF
6$31,019$8,655.50$19,526$1,202.74+$11.5KFINMF
7$57,201$24,011.11$21,628$1,281.69+$35.6KFINMF
8$143,969$82,763.71$23,898$1,362.43+$120.1KFINMF
9$543,406$389,359.64$26,347$1,444.79+$517.1KFINMF
10$3,328,412$2,746,967.07$28,982$1,528.62+$3.30MFINMF

FINMF vs JEPI: Complete Analysis 2026

FINMFStock

Leonardo S.p.a., an industrial and technological company, engages in the helicopters, defense electronics and security systems, aeronautics, space, and other businesses in Italy, the United Kingdom, rest of Europe, the United States, and internationally. The company offers a range of helicopters for battlefield, combat, maritime, training, executive and private transport, medical and rescue, security, energy, and utility services, as well as provides support and training services. It also provides trainers, fighters, multi-mission transport, and multi-mission surveillance aircraft; command and controls, radars and sensors, optronics, communication systems, electronic warfare, avionics, air traffic management, and defense systems; and cyber security and resilience, critical communications, digitalization, and monitoring. In addition, the company offers geoinformation, satellite communications, ground systems, navigation, and satellite operations; interplanetary probes and orbiting modules; and robotics and drilling, electro-optics, laser transmitters, atomic clocks, photovoltaic panels, power distributors and amplifiers, attitude sensors, and orbital micropropulsion. Further, it engages in the production and assembly of major structural composite and metallic components for commercial and military aircraft, helicopters, and unmanned aircraft, as well as provides automation of airport baggage handling, mail sorting centers, and courier logistics hubs. The company was formerly known as Leonardo – Finmeccanica S.p.a. and changed its name to Leonardo S.p.a. in January 2017. Leonardo S.p.a. was founded in 1948 and is headquartered in Rome, Italy.

Full FINMF 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.