HomeCompareMAMTF vs JEPI

MAMTF vs JEPI: Dividend Comparison 2026

MAMTF yields 7.39% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MAMTF wins by $342.5K in total portfolio value
10 years
MAMTF
MAMTF
● Live price
7.39%
Share price
$16.38
Annual div
$1.21
5Y div CAGR
36.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$371.5K
Annual income
$171,991.80
Full MAMTF 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 — MAMTF vs JEPI

📍 MAMTF 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 PeriodMAMTFJEPI
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, MAMTF + JEPI cover 0 of 12 monthsgood coverage

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

MAMTF
Annual income on $10K today (after 15% tax)
$627.91/yr
After 10yr DRIP, annual income (after tax)
$146,193.03/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, MAMTF beats the other by $144,893.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MAMTF: 50%JEPI: 50%
100% JEPI50/50100% MAMTF
Portfolio after 10yr
$200.3K
Annual income
$86,760.21/yr
Blended yield
43.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MAMTF buys
0
JEPI buys
0
No recent congressional trades found for MAMTF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMAMTFJEPI
Forward yield7.39%8.40%
Annual dividend / share$1.21$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR36.8%0%
Portfolio after 10y$371.5K$29.0K
Annual income after 10y$171,991.80$1,528.62
Total dividends collected$326.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMAMTF PortfolioMAMTF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,711$1,010.57$11,260$840.19+$451.00MAMTF
2$14,043$1,513.02$12,641$907.94+$1.4KMAMTF
3$17,346$2,319.74$14,150$978.20+$3.2KMAMTF
4$22,224$3,663.31$15,795$1,050.85+$6.4KMAMTF
5$29,780$6,000.52$17,584$1,125.74+$12.2KMAMTF
6$42,145$10,280.12$19,526$1,202.74+$22.6KMAMTF
7$63,695$18,600.29$21,628$1,281.69+$42.1KMAMTF
8$104,094$35,940.65$23,898$1,362.43+$80.2KMAMTF
9$186,476$75,094.82$26,347$1,444.79+$160.1KMAMTF
10$371,521$171,991.80$28,982$1,528.62+$342.5KMAMTF

MAMTF vs JEPI: Complete Analysis 2026

MAMTFStock

MCAN Mortgage Corporation operates as a loan and mortgage investment corporation in Canada. The company offers single-family residential mortgages, as well as residential construction, non-residential construction, and commercial loans, as well as engages in the real estate investments trusts and private investment activities. It also provides term deposits through a network of independent financial agents. The company was formerly known as MCAP Inc. and changed its name to MCAN Mortgage Corporation in September 2006. MCAN Mortgage Corporation was founded in 1980 and is headquartered in Toronto, Canada.

Full MAMTF 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.