HomeCompareMSFW vs JEPI

MSFW vs JEPI: Dividend Comparison 2026

MSFW yields 38.11% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MSFW wins by $180.1K in total portfolio value
10 years
MSFW
MSFW
● Live price
38.11%
Share price
$26.51
Annual div
$10.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$209.1K
Annual income
$33,929.26
Full MSFW 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 — MSFW vs JEPI

📍 MSFW 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 PeriodMSFWJEPI
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, MSFW + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MSFW
Annual income on $10K today (after 15% tax)
$3,239.34/yr
After 10yr DRIP, annual income (after tax)
$28,839.87/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, MSFW beats the other by $27,540.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MSFW: 50%JEPI: 50%
100% JEPI50/50100% MSFW
Portfolio after 10yr
$119.0K
Annual income
$17,728.94/yr
Blended yield
14.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MSFW buys
0
JEPI buys
0
No recent congressional trades found for MSFW or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMSFWJEPI
Forward yield38.11%8.40%
Annual dividend / share$10.10$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$209.1K$29.0K
Annual income after 10y$33,929.26$1,528.62
Total dividends collected$155.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMSFW PortfolioMSFW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,511$3,810.98$11,260$840.19+$3.3KMSFW
2$20,695$5,168.33$12,641$907.94+$8.1KMSFW
3$29,032$6,888.69$14,150$978.20+$14.9KMSFW
4$40,096$9,031.70$15,795$1,050.85+$24.3KMSFW
5$54,561$11,657.55$17,584$1,125.74+$37.0KMSFW
6$73,205$14,825.12$19,526$1,202.74+$53.7KMSFW
7$96,919$18,589.84$21,628$1,281.69+$75.3KMSFW
8$126,705$23,001.75$23,898$1,362.43+$102.8KMSFW
9$163,678$28,103.60$26,347$1,444.79+$137.3KMSFW
10$209,065$33,929.26$28,982$1,528.62+$180.1KMSFW

MSFW vs JEPI: Complete Analysis 2026

MSFWStock

The Roundhill MSFT WeeklyPay ETF (“MSFW”) is designed for investors seeking a combination of income and growth potential. MSFW aims to provide weekly distributions and calendar week returns, before fees and expenses, equal to 1.2 times (120%) the calendar week total return of Microsoft common shares (Nasdaq: MSFT). MSFW is an actively-managed ETF.

Full MSFW 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.