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LUMO vs JEPI: Dividend Comparison 2026

LUMO yields 46.08% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 LUMO wins by $292.2K in total portfolio value
10 years
LUMO
LUMO
● Live price
46.08%
Share price
$4.34
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$321.2K
Annual income
$60,965.20
Full LUMO 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 — LUMO vs JEPI

📍 LUMO 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 PeriodLUMOJEPI
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, LUMO + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LUMO
Annual income on $10K today (after 15% tax)
$3,917.05/yr
After 10yr DRIP, annual income (after tax)
$51,820.42/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, LUMO beats the other by $50,521.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LUMO: 50%JEPI: 50%
100% JEPI50/50100% LUMO
Portfolio after 10yr
$175.1K
Annual income
$31,246.91/yr
Blended yield
17.85%
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Analyst Conviction Gap

Where Wall Street is most bullish on LUMO right now

LUMO
Analyst Ratings
4
Buy
3
Hold
Consensus: Buy
Altman Z
-19.2
Piotroski
3/9
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)

LUMO buys
0
JEPI buys
0
No recent congressional trades found for LUMO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLUMOJEPI
Forward yield46.08%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$321.2K$29.0K
Annual income after 10y$60,965.20$1,528.62
Total dividends collected$251.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLUMO PortfolioLUMO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$15,308$4,608.29$11,260$840.19+$4.0KLUMO
2$22,973$6,593.00$12,641$907.94+$10.3KLUMO
3$33,828$9,246.73$14,150$978.20+$19.7KLUMO
4$48,921$12,725.11$15,795$1,050.85+$33.1KLUMO
5$69,544$17,198.81$17,584$1,125.74+$52.0KLUMO
6$97,262$22,849.74$19,526$1,202.74+$77.7KLUMO
7$133,936$29,866.21$21,628$1,281.69+$112.3KLUMO
8$181,749$38,437.25$23,898$1,362.43+$157.9KLUMO
9$243,218$48,746.39$26,347$1,444.79+$216.9KLUMO
10$321,208$60,965.20$28,982$1,528.62+$292.2KLUMO

LUMO vs JEPI: Complete Analysis 2026

LUMOStock

Lumos Pharma, Inc., a clinical-stage biopharmaceutical company, focuses on the development and commercialization of therapeutics for rare diseases. Its lead therapeutic candidate LUM-201 is an oral growth hormone secretagogue ibutamoren, which is in Phase 2 clinical trial for the treatment of pediatric growth hormone deficiency and other rare endocrine disorders. The company is headquartered in Austin, Texas.

Full LUMO 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.