HomeCompareMAKO vs JEPI

MAKO vs JEPI: Dividend Comparison 2026

MAKO yields 31.30% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MAKO wins by $113.6K in total portfolio value
10 years
MAKO
MAKO
● Live price
31.30%
Share price
$6.39
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$142.6K
Annual income
$19,578.02
Full MAKO 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 — MAKO vs JEPI

📍 MAKO 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 PeriodMAKOJEPI
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, MAKO + JEPI cover 0 of 12 monthsgood coverage

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

MAKO
Annual income on $10K today (after 15% tax)
$2,660.41/yr
After 10yr DRIP, annual income (after tax)
$16,641.32/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, MAKO beats the other by $15,341.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MAKO: 50%JEPI: 50%
100% JEPI50/50100% MAKO
Portfolio after 10yr
$85.8K
Annual income
$10,553.32/yr
Blended yield
12.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MAKO buys
0
JEPI buys
0
No recent congressional trades found for MAKO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMAKOJEPI
Forward yield31.30%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$142.6K$29.0K
Annual income after 10y$19,578.02$1,528.62
Total dividends collected$98.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMAKO PortfolioMAKO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,830$3,129.89$11,260$840.19+$2.6KMAKO
2$18,843$4,045.42$12,641$907.94+$6.2KMAKO
3$25,314$5,151.35$14,150$978.20+$11.2KMAKO
4$33,553$6,467.48$15,795$1,050.85+$17.8KMAKO
5$43,914$8,011.77$17,584$1,125.74+$26.3KMAKO
6$56,787$9,799.65$19,526$1,202.74+$37.3KMAKO
7$72,606$11,843.45$21,628$1,281.69+$51.0KMAKO
8$91,840$14,151.90$23,898$1,362.43+$67.9KMAKO
9$114,999$16,729.84$26,347$1,444.79+$88.7KMAKO
10$142,627$19,578.02$28,982$1,528.62+$113.6KMAKO

MAKO vs JEPI: Complete Analysis 2026

MAKOStock

MAKO is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in MAKO shares.

Full MAKO 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.