HomeCompareISRMF vs JEPI

ISRMF vs JEPI: Dividend Comparison 2026

ISRMF yields 7.57% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.3K in total portfolio value
10 years
ISRMF
ISRMF
● Live price
7.57%
Share price
$0.66
Annual div
$0.05
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$0.79
Full ISRMF 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 — ISRMF vs JEPI

📍 JEPI 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 PeriodISRMFJEPI
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, ISRMF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ISRMF
Annual income on $10K today (after 15% tax)
$643.60/yr
After 10yr DRIP, annual income (after tax)
$0.67/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, JEPI beats the other by $1,336.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ISRMF: 50%JEPI: 50%
100% JEPI50/50100% ISRMF
Portfolio after 10yr
$25.2K
Annual income
$787.22/yr
Blended yield
3.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ISRMF buys
0
JEPI buys
0
No recent congressional trades found for ISRMF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricISRMFJEPI
Forward yield7.57%8.56%
Annual dividend / share$0.05$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.0K$29.3K
Annual income after 10y$0.79$1,573.67
Total dividends collected$774.00$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearISRMF PortfolioISRMF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,079$378.59$11,276$855.74$197.00JEPI
2$12,050$195.99$12,675$926.02$625.00JEPI
3$12,993$99.62$14,207$999.01$1.2KJEPI
4$13,953$50.19$15,878$1,074.57$1.9KJEPI
5$14,955$25.19$17,697$1,152.57$2.7KJEPI
6$16,014$12.61$19,674$1,232.87$3.7KJEPI
7$17,142$6.31$21,815$1,315.29$4.7KJEPI
8$18,345$3.16$24,131$1,399.68$5.8KJEPI
9$19,630$1.58$26,630$1,485.86$7.0KJEPI
10$21,005$0.79$29,323$1,573.67$8.3KJEPI

ISRMF vs JEPI: Complete Analysis 2026

ISRMFStock

Isramco Negev 2 Limited Partnership engages in the exploration, development, and production of oil, natural gas, and condensate in Israel, Jordan, and Egypt. The company's properties include the Tamar and Levitan reservoirs; and Shimshon possession. It serves various customers, as well as Israel Electric Company Ltd. The company was incorporated in 1989 and is based in Petah Tikva, Israel.

Full ISRMF 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.