HomeCompareMFEM vs JEPI

MFEM vs JEPI: Dividend Comparison 2026

MFEM yields 2.56% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.5K in total portfolio value
10 years
MFEM
MFEM
● Live price
2.56%
Share price
$25.03
Annual div
$0.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.5K
Annual income
$301.57
Full MFEM 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 — MFEM vs JEPI

📍 JEPI 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 PeriodMFEMJEPI
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, MFEM + JEPI cover 0 of 12 monthsgood coverage

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

MFEM
Annual income on $10K today (after 15% tax)
$217.34/yr
After 10yr DRIP, annual income (after tax)
$256.33/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 $1,042.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MFEM: 50%JEPI: 50%
100% JEPI50/50100% MFEM
Portfolio after 10yr
$26.2K
Annual income
$915.09/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MFEM buys
0
JEPI buys
0
No recent congressional trades found for MFEM or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMFEMJEPI
Forward yield2.56%8.40%
Annual dividend / share$0.64$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.5K$29.0K
Annual income after 10y$301.57$1,528.62
Total dividends collected$2.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMFEM PortfolioMFEM Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,956$255.69$11,260$840.19$304.00JEPI
2$11,984$261.80$12,641$907.94$657.00JEPI
3$13,091$267.65$14,150$978.20$1.1KJEPI
4$14,281$273.24$15,795$1,050.85$1.5KJEPI
5$15,559$278.57$17,584$1,125.74$2.0KJEPI
6$16,932$283.65$19,526$1,202.74$2.6KJEPI
7$18,405$288.48$21,628$1,281.69$3.2KJEPI
8$19,987$293.07$23,898$1,362.43$3.9KJEPI
9$21,683$297.43$26,347$1,444.79$4.7KJEPI
10$23,503$301.57$28,982$1,528.62$5.5KJEPI

MFEM vs JEPI: Complete Analysis 2026

MFEMStock

The Fund seeks to track the investment results of the RAFI Dynamic Multi-Factor Emerging Markets Index.

Full MFEM 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.