Is MTBMF or JEPI a better dividend investment in 2026?

MTBMF currently yields 166666.67% with a 5% 5-year dividend growth rate. JEPI yields 8.56% with 2.1% growth. The better choice depends on your goal: MTBMF offers higher current income.

What is the dividend yield difference between MTBMF and JEPI?

MTBMF has a forward dividend yield of 166666.67% ($2.00/share annually). JEPI yields 8.56% ($4.76/share annually). The yield gap is 166658.11 percentage points.

Home › Compare › MTBMF vs JEPI

MTBMF vs JEPI: Dividend Comparison 2026

MTBMF yields 166666.67% · JEPI yields 8.56%● Live data

vsPost on X →

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

🏆 MTBMF wins by $7.944525992890705e+28M in total portfolio value

INVESTMENT

TIME HORIZON10 years

MTBMF

● Live price

166666.67%

Share price

$0.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$7.944525992890705e+28M

Annual income

$79,351,601,962,005,455,000,000,000,000,000,000.00

Full MTBMF 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 — MTBMF vs JEPI

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

MTBMF pays

JEPI pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

MTBMF

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

$14,166,666.67/yr

After 10yr DRIP, annual income (after tax)

$67,448,861,667,704,640,000,000,000,000,000,000.00/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, MTBMF beats the other by $67,448,861,667,704,640,000,000,000,000,000,000.00/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

MTBMF: 50%JEPI: 50%

100% JEPI50/50100% MTBMF

Portfolio after 10yr

$3.972262996445352e+28M

Annual income

$39,675,800,981,002,727,000,000,000,000,000,000.00/yr

Blended yield

99.88%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTBMF buys

JEPI buys

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

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

MetricMTBMFJEPI

Forward yield	166666.67% ✓	8.56%
Annual dividend / share	$2.00	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$7.944525992890705e+28M	$29.3K ✓
Annual income after 10y	$79,351,601,962,005,455,000,000,000,000,000,000.00 ✓	$1,573.67
Total dividends collected	$7.943912645651793e+28M	$12.0K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	MTBMF Portfolio	MTBMF Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1← crossover	$16,677,367	$16,666,666.67	$11,276	$855.74	+$16.67M → MTBMF
2	$25,995,051,428	$25,977,206,645.90	$12,675	$926.02	+$25995.04M → MTBMF
3	$37,869,622,473,147	$37,841,807,768,118.86	$14,207	$999.01	+$37869622.46M → MTBMF
4	$51,562,007,868,526,340	$51,521,487,372,480,070.00	$15,878	$1,074.57	+$51562007868.51M → MTBMF
5	$65,615,852,892,511,920,000	$65,560,681,544,092,600,000.00	$17,697	$1,152.57	+$65615852892511.91M → MTBMF
6	$78,042,202,741,585,770,000,000	$77,971,993,778,990,800,000,000.00	$19,674	$1,232.87	+$78042202741585760.00M → MTBMF
7	$86,754,863,367,545,780,000,000,000	$86,671,358,210,612,300,000,000,000.00	$21,815	$1,315.29	+$86754863367545782272.00M → MTBMF
8	$90,137,108,986,090,100,000,000,000,000	$90,044,281,282,286,820,000,000,000,000.00	$24,131	$1,399.68	+$9.01371089860901e+22M → MTBMF
9	$87,530,810,188,407,730,000,000,000,000,000	$87,434,363,481,792,600,000,000,000,000,000.00	$26,630	$1,485.86	+$8.753081018840772e+25M → MTBMF
10	$79,445,259,928,907,045,000,000,000,000,000,000	$79,351,601,962,005,455,000,000,000,000,000,000.00	$29,323	$1,573.67	+$7.944525992890705e+28M → MTBMF

MTBMF vs JEPI: Complete Analysis 2026

MTBMF — Stock

Talonx Resources Ltd. engages in the acquisition, exploration, and development of mineral properties. It focuses on the Kihabe and Vanadium project. The company was founded on March 6, 1983 and is headquartered in Perth, Australia.

Full MTBMF 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 MTBMF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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