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MMX vs JEPI: Dividend Comparison 2026

MMX yields 2.20% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.1K in total portfolio value
10 years
MMX
MMX
● Live price
2.20%
Share price
$5.00
Annual div
$0.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$253.61
Full MMX 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 — MMX 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 PeriodMMXJEPI
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, MMX + JEPI cover 0 of 12 monthsgood coverage

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

MMX
Annual income on $10K today (after 15% tax)
$187.00/yr
After 10yr DRIP, annual income (after tax)
$215.57/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 $1,083.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MMX: 50%JEPI: 50%
100% JEPI50/50100% MMX
Portfolio after 10yr
$26.0K
Annual income
$891.12/yr
Blended yield
3.43%
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Analyst Conviction Gap

Where Wall Street is most bullish on MMX right now

MMX
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
10.8
Piotroski
4/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MMX buys
0
JEPI buys
0
No recent congressional trades found for MMX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMMXJEPI
Forward yield2.20%8.40%
Annual dividend / share$0.11$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.9K$29.0K
Annual income after 10y$253.61$1,528.62
Total dividends collected$2.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMMX PortfolioMMX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,920$220.00$11,260$840.19$340.00JEPI
2$11,909$224.52$12,641$907.94$732.00JEPI
3$12,971$228.84$14,150$978.20$1.2KJEPI
4$14,112$232.95$15,795$1,050.85$1.7KJEPI
5$15,337$236.86$17,584$1,125.74$2.2KJEPI
6$16,651$240.57$19,526$1,202.74$2.9KJEPI
7$18,061$244.10$21,628$1,281.69$3.6KJEPI
8$19,573$247.44$23,898$1,362.43$4.3KJEPI
9$21,193$250.61$26,347$1,444.79$5.2KJEPI
10$22,930$253.61$28,982$1,528.62$6.1KJEPI

MMX vs JEPI: Complete Analysis 2026

MMXStock

Maverix Metals Inc., together with its subsidiaries, operates as a precious metals royalty and streaming company in Canada. The company explores for gold, silver, lead, zinc, copper, nickel, and other metals. It has a portfolio of over 100 royalties and streams in the Americas and Australia. The company was incorporated in 2016 and is headquartered in Vancouver, Canada.

Full MMX 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.