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MIGO vs JEPI: Dividend Comparison 2026

MIGO yields 9.17% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MIGO wins by $7.7K in total portfolio value
10 years
MIGO
MIGO
● Live price
9.17%
Share price
$21.81
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.7K
Annual income
$1,634.29
Full MIGO 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 — MIGO vs JEPI

📍 MIGO 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 PeriodMIGOJEPI
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, MIGO + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
MIGO pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

MIGO
Annual income on $10K today (after 15% tax)
$779.42/yr
After 10yr DRIP, annual income (after tax)
$1,389.15/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, MIGO beats the other by $89.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MIGO: 50%JEPI: 50%
100% JEPI50/50100% MIGO
Portfolio after 10yr
$32.8K
Annual income
$1,581.46/yr
Blended yield
4.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MIGO buys
0
JEPI buys
0
No recent congressional trades found for MIGO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMIGOJEPI
Forward yield9.17%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$36.7K$29.0K
Annual income after 10y$1,634.29$1,528.62
Total dividends collected$12.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMIGO PortfolioMIGO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,617$916.96$11,260$840.19+$357.00MIGO
2$13,426$995.54$12,641$907.94+$785.00MIGO
3$15,441$1,075.27$14,150$978.20+$1.3KMIGO
4$17,677$1,155.76$15,795$1,050.85+$1.9KMIGO
5$20,151$1,236.61$17,584$1,125.74+$2.6KMIGO
6$22,879$1,317.46$19,526$1,202.74+$3.4KMIGO
7$25,879$1,397.96$21,628$1,281.69+$4.3KMIGO
8$29,168$1,477.78$23,898$1,362.43+$5.3KMIGO
9$32,767$1,556.65$26,347$1,444.79+$6.4KMIGO
10$36,695$1,634.29$28,982$1,528.62+$7.7KMIGO

MIGO vs JEPI: Complete Analysis 2026

MIGOStock

The MIG Core ETF (MIGO) is an actively managed exchange-traded fund whose investment objective is to seek long-term capital appreciation. MIGO seeks to achieve its investment objective by investing in equity securities (e.g. common and preferred stock) and/or unaffiliated ETFs. MIGO will generally invest in equity securities of U.S. large capitalization companies or other investments with similar economic characteristics.

Full MIGO 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.