HomeCompareFMD vs JEPI

FMD vs JEPI: Dividend Comparison 2026

FMD yields 39.60% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FMD wins by $197.6K in total portfolio value
10 years
FMD
FMD
● Live price
39.60%
Share price
$5.05
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$226.9K
Annual income
$38,027.76
Full FMD 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 — FMD vs JEPI

📍 FMD pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFMDJEPI
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, FMD + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FMD pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FMD
Annual income on $10K today (after 15% tax)
$3,366.34/yr
After 10yr DRIP, annual income (after tax)
$32,323.60/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, FMD beats the other by $30,985.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FMD: 50%JEPI: 50%
100% JEPI50/50100% FMD
Portfolio after 10yr
$128.1K
Annual income
$19,800.71/yr
Blended yield
15.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FMD buys
0
JEPI buys
0
No recent congressional trades found for FMD or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFMDJEPI
Forward yield39.60%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$226.9K$29.3K
Annual income after 10y$38,027.76$1,573.67
Total dividends collected$170.2K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFMD PortfolioFMD Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,660$3,960.40$11,276$855.74+$3.4KFMD
2$21,113$5,426.26$12,675$926.02+$8.4KFMD
3$29,894$7,303.29$14,207$999.01+$15.7KFMD
4$41,651$9,664.34$15,878$1,074.57+$25.8KFMD
5$57,151$12,584.30$17,697$1,152.57+$39.5KFMD
6$77,289$16,137.74$19,674$1,232.87+$57.6KFMD
7$103,096$20,396.45$21,815$1,315.29+$81.3KFMD
8$135,739$25,426.90$24,131$1,399.68+$111.6KFMD
9$176,529$31,287.77$26,630$1,485.86+$149.9KFMD
10$226,914$38,027.76$29,323$1,573.67+$197.6KFMD

FMD vs JEPI: Complete Analysis 2026

FMDStock

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

Full FMD 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 →
📬

Get this FMD vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FMD vs SCHDFMD vs OFMD vs KOFMD vs MAINFMD vs JEPQFMD vs XYLDFMD vs DIVOFMD vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.