HomeCompareMATR vs JEPI

MATR vs JEPI: Dividend Comparison 2026

MATR yields 74.77% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MATR wins by $6.5K in total portfolio value
10 years
MATR
MATR
● Live price
74.77%
Share price
$2.68
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$13.17
Full MATR 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 — MATR vs JEPI

📍 MATR 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 PeriodMATRJEPI
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, MATR + JEPI cover 0 of 12 monthsgood coverage

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

MATR
Annual income on $10K today (after 15% tax)
$6,355.14/yr
After 10yr DRIP, annual income (after tax)
$11.19/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 $1,288.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MATR: 50%JEPI: 50%
100% JEPI50/50100% MATR
Portfolio after 10yr
$32.2K
Annual income
$770.89/yr
Blended yield
2.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MATR buys
0
JEPI buys
0
No recent congressional trades found for MATR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMATRJEPI
Forward yield74.77%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$35.5K$29.0K
Annual income after 10y$13.17$1,528.62
Total dividends collected$9.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMATR PortfolioMATR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,438$3,738.32$11,260$840.19+$3.2KMATR
2$17,971$2,522.20$12,641$907.94+$5.3KMATR
3$20,696$1,466.99$14,150$978.20+$6.5KMATR
4$22,934$789.45$15,795$1,050.85+$7.1KMATR
5$24,949$408.80$17,584$1,125.74+$7.4KMATR
6$26,903$207.80$19,526$1,202.74+$7.4KMATR
7$28,891$104.71$21,628$1,281.69+$7.3KMATR
8$30,966$52.55$23,898$1,362.43+$7.1KMATR
9$33,159$26.32$26,347$1,444.79+$6.8KMATR
10$35,494$13.17$28,982$1,528.62+$6.5KMATR

MATR vs JEPI: Complete Analysis 2026

MATRStock

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

Full MATR 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.