HomeCompareMAXSF vs JEPI

MAXSF vs JEPI: Dividend Comparison 2026

MAXSF yields 6.00% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MAXSF wins by $734.00 in total portfolio value
10 years
MAXSF
MAXSF
● Live price
6.00%
Share price
$0.71
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$879.65
Full MAXSF 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 — MAXSF vs JEPI

📍 MAXSF 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 PeriodMAXSFJEPI
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, MAXSF + JEPI cover 0 of 12 monthsgood coverage

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

MAXSF
Annual income on $10K today (after 15% tax)
$510.06/yr
After 10yr DRIP, annual income (after tax)
$747.70/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 $551.62/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

MAXSF: 50%JEPI: 50%
100% JEPI50/50100% MAXSF
Portfolio after 10yr
$29.3K
Annual income
$1,204.13/yr
Blended yield
4.10%
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Analyst Conviction Gap

Where Wall Street is split right now

MAXSF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
1.7
Piotroski
6/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MAXSF buys
0
JEPI buys
0
No recent congressional trades found for MAXSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMAXSFJEPI
Forward yield6.00%8.40%
Annual dividend / share$0.04$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$29.0K
Annual income after 10y$879.65$1,528.62
Total dividends collected$7.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMAXSF PortfolioMAXSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,300$600.07$11,260$840.19+$40.00MAXSF
2$12,725$633.73$12,641$907.94+$84.00MAXSF
3$14,282$666.94$14,150$978.20+$132.00MAXSF
4$15,982$699.61$15,795$1,050.85+$187.00MAXSF
5$17,832$731.64$17,584$1,125.74+$248.00MAXSF
6$19,843$762.94$19,526$1,202.74+$317.00MAXSF
7$22,026$793.45$21,628$1,281.69+$398.00MAXSF
8$24,391$823.10$23,898$1,362.43+$493.00MAXSF
9$26,950$851.84$26,347$1,444.79+$603.00MAXSF
10$29,716$879.65$28,982$1,528.62+$734.00MAXSF

MAXSF vs JEPI: Complete Analysis 2026

MAXSFStock

Maxis Berhad, an investment holding company, provides a suite of converged telecommunications, digital, and related services and solutions in Malaysia and internationally. It offers mobile plans; broadband services; data and internet, and satellite services; and digital, payment, collaboration, voice, security, and Internet of Things solutions. The company was founded in 1995 and is headquartered in Kuala Lumpur, Malaysia. Maxis Berhad is a subsidiary of BGSM Equity Holdings Sdn. Bhd.

Full MAXSF 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.