Is MSMKF or JEPI a better dividend investment in 2026?

MSMKF currently yields 1.80% with a 5% 5-year dividend growth rate. JEPI yields 8.56% with 2.1% growth. The better choice depends on your goal: JEPI offers higher current income.

What is the dividend yield difference between MSMKF and JEPI?

MSMKF has a forward dividend yield of 1.80% ($0.33/share annually). JEPI yields 8.56% ($4.76/share annually). The yield gap is 6.76 percentage points.

Home › Compare › MSMKF vs JEPI

MSMKF vs JEPI: Dividend Comparison 2026

MSMKF yields 1.80% · JEPI yields 8.56%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 MSMKF wins by $41.26M in total portfolio value· pulled ahead in Year 3

INVESTMENT

TIME HORIZON10 years

MSMKF

● Live price

1.80%

Share price

$18.17

Annual div

$0.33

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.29M

Annual income

$37,314,644.97

Full MSMKF calculator →

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.56%

Share price

$55.65

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.3K

Annual income

$1,573.67

Full JEPI calculator →

Portfolio growth — MSMKF vs JEPI

📍 MSMKF pulled ahead of the other in Year 3

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 Period	MSMKF	JEPI
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, MSMKF + JEPI cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

MSMKF pays

JEPI pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

MSMKF

Annual income on $10K today (after 15% tax)

$153.21/yr

After 10yr DRIP, annual income (after tax)

$31,717,448.22/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, MSMKF beats the other by $31,716,110.60/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

MSMKF: 50%JEPI: 50%

100% JEPI50/50100% MSMKF

Portfolio after 10yr

$20.66M

Annual income

$18,658,109.31/yr

Blended yield

90.31%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on MSMKF right now

MSMKF

Analyst Ratings

Buy

Consensus: Buy

Altman Z

6.3

Piotroski

5/9

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)

MSMKF buys

JEPI buys

No recent congressional trades found for MSMKF or JEPI in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricMSMKFJEPI

Forward yield	1.80%	8.56% ✓
Annual dividend / share	$0.33	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$41.29M ✓	$29.3K
Annual income after 10y	$37,314,644.97 ✓	$1,573.67
Total dividends collected	$40.96M ✓	$12.0K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	MSMKF Portfolio	MSMKF Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1	$11,060	$360.48	$11,276	$855.74	$216.00 → JEPI
2	$12,580	$745.26	$12,675	$926.02	$95.00 → JEPI
3← crossover	$15,045	$1,584.38	$14,207	$999.01	+$838.00 → MSMKF
4	$19,640	$3,541.73	$15,878	$1,074.57	+$3.8K → MSMKF
5	$29,657	$8,641.90	$17,697	$1,152.57	+$12.0K → MSMKF
6	$56,124	$24,391.45	$19,674	$1,232.87	+$36.5K → MSMKF
7	$146,333	$86,280.31	$21,815	$1,315.29	+$124.5K → MSMKF
8	$577,063	$420,486.33	$24,131	$1,399.68	+$552.9K → MSMKF
9	$3,716,867	$3,099,409.73	$26,630	$1,485.86	+$3.69M → MSMKF
10	$41,291,692	$37,314,644.97	$29,323	$1,573.67	+$41.26M → MSMKF

MSMKF vs JEPI: Complete Analysis 2026

MSMKF — Stock

MatsukiyoCocokara & Co. operates a chain of drug stores and pharmacies in Japan. As of June 30, 2020, it operated through a network of 1,726 stores in 47 prefectures in Japan. MatsukiyoCocokara & Co. was founded in 1932 and is based in Matsudo, Japan.

Full MSMKF Calculator →

JEPI — ETF

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 MSMKF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MSMKF vs SCHD MSMKF vs O MSMKF vs KO MSMKF vs MAIN MSMKF vs JEPQ MSMKF vs XYLD MSMKF vs DIVO MSMKF 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.