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JEPI vs NEM: Dividend Comparison 2026

JEPI yields 8.56% · NEM yields 0.98%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.5K in total portfolio value
10 years
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 →
NEM
NEM
● Live price
0.98%
Share price
$103.12
Annual div
$1.01
5Y div CAGR
-3.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.8K
Annual income
$71.65
Full NEM calculator →

Portfolio growth — JEPI vs NEM

📍 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 PeriodJEPINEM
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, JEPI + NEM cover 0 of 12 monthsgood coverage

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

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

JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
NEM
Annual income on $10K today (after 15% tax)
$83.25/yr
After 10yr DRIP, annual income (after tax)
$60.90/yr
At 15% tax rate, JEPI beats the other by $1,276.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPI: 50%NEM: 50%
100% NEM50/50100% JEPI
Portfolio after 10yr
$25.1K
Annual income
$822.66/yr
Blended yield
3.28%
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Analyst Conviction Gap

Where Wall Street is most bullish on NEM right now

JEPI
No analyst data
NEM
Analyst Ratings
27
Buy
9
Hold
Consensus: Buy
Price Target
$137.37
+33.2% upside vs current
Range: $97.00 — $177.00
Altman Z
4.2
Piotroski
9/9
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)

JEPI buys
4
NEM buys
0
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPINEM
Forward yield8.56%0.98%
Annual dividend / share$4.76$1.01
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-3.6%
Portfolio after 10y$29.3K$20.8K
Annual income after 10y$1,573.67$71.65
Total dividends collected$12.0K$829.00
Payment frequencymonthlyquarterly
SectorETFMaterials

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

YearJEPI PortfolioJEPI Income/yrNEM PortfolioNEM Income/yrGap
1← crossover$11,276$855.74$10,794$94.42+$482.00JEPI
2$12,675$926.02$11,642$91.82+$1.0KJEPI
3$14,207$999.01$12,546$89.22+$1.7KJEPI
4$15,878$1,074.57$13,511$86.62+$2.4KJEPI
5$17,697$1,152.57$14,541$84.04+$3.2KJEPI
6$19,674$1,232.87$15,640$81.49+$4.0KJEPI
7$21,815$1,315.29$16,814$78.97+$5.0KJEPI
8$24,131$1,399.68$18,067$76.48+$6.1KJEPI
9$26,630$1,485.86$19,406$74.04+$7.2KJEPI
10$29,323$1,573.67$20,836$71.65+$8.5KJEPI

JEPI vs NEM: Complete Analysis 2026

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 →

NEMMaterials

Newmont Corporation engages in the production and exploration of gold. It also explores for copper, silver, zinc, and lead. The company has operations and/or assets in the United States, Canada, Mexico, Dominican Republic, Peru, Suriname, Argentina, Chile, Australia, and Ghana. As of December 31, 2021, it had proven and probable gold reserves of 92.8 million ounces and land position of 62,800 square kilometers. The company was founded in 1916 and is headquartered in Denver, Colorado.

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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.