HomeCompareLSXMB vs JEPI

LSXMB vs JEPI: Dividend Comparison 2026

LSXMB yields 8.88% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $7.7K in total portfolio value
10 years
LSXMB
LSXMB
● Live price
8.88%
Share price
$22.51
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$0.94
Full LSXMB 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 — LSXMB 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 PeriodLSXMBJEPI
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, LSXMB + JEPI cover 0 of 12 monthsgood coverage

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

LSXMB
Annual income on $10K today (after 15% tax)
$755.22/yr
After 10yr DRIP, annual income (after tax)
$0.80/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, JEPI beats the other by $1,298.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSXMB: 50%JEPI: 50%
100% JEPI50/50100% LSXMB
Portfolio after 10yr
$25.1K
Annual income
$764.78/yr
Blended yield
3.05%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on LSXMB right now

LSXMB
Analyst Ratings
15
Buy
1
Hold
Consensus: Buy
Altman Z
0.0
Piotroski
5/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSXMB buys
0
JEPI buys
0
No recent congressional trades found for LSXMB or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSXMBJEPI
Forward yield8.88%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.2K$29.0K
Annual income after 10y$0.94$1,528.62
Total dividends collected$912.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLSXMB PortfolioLSXMB Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,144$444.25$11,260$840.19$116.00JEPI
2$12,156$231.35$12,641$907.94$485.00JEPI
3$13,125$117.92$14,150$978.20$1.0KJEPI
4$14,103$59.49$15,795$1,050.85$1.7KJEPI
5$15,120$29.87$17,584$1,125.74$2.5KJEPI
6$16,193$14.97$19,526$1,202.74$3.3KJEPI
7$17,334$7.49$21,628$1,281.69$4.3KJEPI
8$18,551$3.75$23,898$1,362.43$5.3KJEPI
9$19,852$1.87$26,347$1,444.79$6.5KJEPI
10$21,242$0.94$28,982$1,528.62$7.7KJEPI

LSXMB vs JEPI: Complete Analysis 2026

LSXMBStock

The Liberty SiriusXM Group, through its subsidiaries, engages in the entertainment business in the United States and Canada. It features music, sports, entertainment, comedy, talk, news, traffic, weather channels, podcast, and infotainment services through proprietary satellite radio systems, as well as streamed through applications for mobile and home devices, and other consumer electronic equipment. It also offers connected vehicle services; a suite of data services that include graphical weather, fuel prices, sports schedules and scores, and movie listings; and traffic information services, which provide information as to road closings, traffic flow and incident data to consumers with compatible in-vehicle navigation systems, and real-time weather services in vehicles, boats, and planes. In addition, the company operates a music, comedy, and podcast streaming platform. Further, it offers ad-supported radio services; Pandora Plus, a radio subscription service; and Pandora Premium, an on-demand subscription service. Additionally, the company distributes satellite radios through automakers and retailers, as well as through its website. As of December 31, 2021, it served approximately 34.0 million subscribers through Sirius XM and approximately 6.4 million subscribers through Pandora. The Liberty SiriusXM Group is headquartered in Englewood, Colorado. The Liberty SiriusXM Group is a subsidiary of Liberty Media Corporation.

Full LSXMB 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.