HomeCompareKMTUF vs JEPI

KMTUF vs JEPI: Dividend Comparison 2026

KMTUF yields 3.39% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KMTUF wins by $721.8K in total portfolio value· pulled ahead in Year 2
10 years
KMTUF
KMTUF
● Live price
3.39%
Share price
$39.88
Annual div
$1.35
5Y div CAGR
58.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$750.8K
Annual income
$472,047.82
Full KMTUF 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 — KMTUF vs JEPI

📍 KMTUF pulled ahead of the other in Year 2

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 PeriodKMTUFJEPI
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, KMTUF + JEPI cover 0 of 12 monthsgood coverage

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

KMTUF
Annual income on $10K today (after 15% tax)
$288.37/yr
After 10yr DRIP, annual income (after tax)
$401,240.65/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, KMTUF beats the other by $399,941.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KMTUF: 50%JEPI: 50%
100% JEPI50/50100% KMTUF
Portfolio after 10yr
$389.9K
Annual income
$236,788.22/yr
Blended yield
60.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KMTUF buys
0
JEPI buys
0
No recent congressional trades found for KMTUF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMTUFJEPI
Forward yield3.39%8.40%
Annual dividend / share$1.35$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR58.2%0%
Portfolio after 10y$750.8K$29.0K
Annual income after 10y$472,047.82$1,528.62
Total dividends collected$701.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearKMTUF PortfolioKMTUF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,237$536.71$11,260$840.19$23.00JEPI
2← crossover$12,915$891.66$12,641$907.94+$274.00KMTUF
3$15,334$1,515.21$14,150$978.20+$1.2KKMTUF
4$19,067$2,659.90$15,795$1,050.85+$3.3KKMTUF
5$25,292$4,890.13$17,584$1,125.74+$7.7KKMTUF
6$36,653$9,590.45$19,526$1,202.74+$17.1KKMTUF
7$59,768$20,548.73$21,628$1,281.69+$38.1KKMTUF
8$113,492$49,540.66$23,898$1,362.43+$89.6KKMTUF
9$260,523$139,086.04$26,347$1,444.79+$234.2KKMTUF
10$750,807$472,047.82$28,982$1,528.62+$721.8KKMTUF

KMTUF vs JEPI: Complete Analysis 2026

KMTUFStock

Komatsu Ltd. manufactures and sells construction, mining, and utility equipment; and forest and industrial machinery worldwide. The company operates through three segments: Construction, Mining and Utility Equipment; Retail Finance; and Industrial Machinery and Others. It offers construction and mining equipment, including excavators, wheel loaders, and bulldozers, motor graders, dump truck, rope and hybrid shovels, electric wheel loaders, continuous miners, and jumbo drills; The company also provides forestry equipment, including harvesters, forwarders, feller bunchers, excavators, mini excavators, and forklifts; demolition, waste, and recycling equipment, such as mobile crushers, hydraulic excavators, wheel loaders, and mini shovels; and tunnel-boring machines, pipe layers, towing tractors, and engines. In addition, it offers industrial machinery, including presses, sheet-metal machinery, 3D laser cutting machine, transfer machines, battery manufacturing equipment, wire saws, thermos modules, thermoelectric generation module, and temperature control products; EH sensor device; and logistics equipment. Further, the company provides retail financing; construction machinery rental services; remanufactured products; other support services; and purchases and sells used equipment. Komatsu Ltd. was founded in 1884 and is headquartered in Tokyo, Japan.

Full KMTUF 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.