HomeCompareMSFD vs JEPI

MSFD vs JEPI: Dividend Comparison 2026

MSFD yields 2.43% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.0K in total portfolio value
10 years
MSFD
MSFD
● Live price
2.43%
Share price
$14.74
Annual div
$0.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$283.79
Full MSFD calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — MSFD vs JEPI

📍 JEPI pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodMSFDJEPI
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%.
📅

Dividend Calendar Overlap

Combined, MSFD + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MSFD
Annual income on $10K today (after 15% tax)
$206.24/yr
After 10yr DRIP, annual income (after tax)
$241.22/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $1,096.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MSFD: 50%JEPI: 50%
100% JEPI50/50100% MSFD
Portfolio after 10yr
$26.3K
Annual income
$928.73/yr
Blended yield
3.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MSFD buys
0
JEPI buys
0
No recent congressional trades found for MSFD or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMSFDJEPI
Forward yield2.43%8.56%
Annual dividend / share$0.36$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$29.3K
Annual income after 10y$283.79$1,573.67
Total dividends collected$2.6K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMSFD PortfolioMSFD Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,943$242.64$11,276$855.74$333.00JEPI
2$11,957$248.14$12,675$926.02$718.00JEPI
3$13,047$253.40$14,207$999.01$1.2KJEPI
4$14,219$258.42$15,878$1,074.57$1.7KJEPI
5$15,477$263.20$17,697$1,152.57$2.2KJEPI
6$16,829$267.76$19,674$1,232.87$2.8KJEPI
7$18,279$272.09$21,815$1,315.29$3.5KJEPI
8$19,834$276.20$24,131$1,399.68$4.3KJEPI
9$21,503$280.10$26,630$1,485.86$5.1KJEPI
10$23,292$283.79$29,323$1,573.67$6.0KJEPI

MSFD vs JEPI: Complete Analysis 2026

MSFDStock

The Direxion Daily MSFT Bull 2X ETF and Direxion Daily MSFT Bear 1X ETF seek daily investment results, before fees and expenses, of 200% and 100% of the inverse (or opposite), respectively, of the performance of the common shares of Microsoft Corporation (NASDAQ: MSFT).

Full MSFD 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 →
📬

Get this MSFD vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MSFD vs SCHDMSFD vs OMSFD vs KOMSFD vs MAINMSFD vs JEPQMSFD vs XYLDMSFD vs DIVOMSFD vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.