HomeCompareMTLZF vs JEPI

MTLZF vs JEPI: Dividend Comparison 2026

MTLZF yields 1.56% · JEPI yields 8.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.2K in total portfolio value
10 years
MTLZF
MTLZF
● Live price
1.56%
Share price
$1,525.80
Annual div
$23.80
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$0.15
Full MTLZF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.47%
Share price
$56.23
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$1,548.00
Full JEPI calculator →

Portfolio growth — MTLZF 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 PeriodMTLZFJEPI
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, MTLZF + JEPI cover 0 of 12 monthsgood coverage

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

MTLZF
Annual income on $10K today (after 15% tax)
$132.61/yr
After 10yr DRIP, annual income (after tax)
$0.13/yr
JEPI
Annual income on $10K today (after 15% tax)
$719.88/yr
After 10yr DRIP, annual income (after tax)
$1,315.80/yr
At 15% tax rate, JEPI beats the other by $1,315.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTLZF: 50%JEPI: 50%
100% JEPI50/50100% MTLZF
Portfolio after 10yr
$24.5K
Annual income
$774.08/yr
Blended yield
3.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTLZF buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTLZFJEPI
Forward yield1.56%8.47%
Annual dividend / share$23.80$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.9K$29.1K
Annual income after 10y$0.15$1,548.00
Total dividends collected$157.00$11.8K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTLZF PortfolioMTLZF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,778$78.01$11,267$846.92$489.00JEPI
2$11,572$39.29$12,656$915.75$1.1KJEPI
3$12,401$19.71$14,175$987.18$1.8KJEPI
4$13,279$9.87$15,831$1,061.08$2.6KJEPI
5$14,214$4.94$17,633$1,137.31$3.4KJEPI
6$15,211$2.47$19,590$1,215.72$4.4KJEPI
7$16,277$1.24$21,708$1,296.16$5.4KJEPI
8$17,417$0.62$23,999$1,378.47$6.6KJEPI
9$18,637$0.31$26,469$1,462.47$7.8KJEPI
10$19,942$0.15$29,129$1,548.00$9.2KJEPI

MTLZF vs JEPI: Complete Analysis 2026

MTLZFStock

Metall Zug AG, through its subsidiaries, engages in the wire processing, medical devices, infection control, technologycluster and infrastructure, and other businesses in Switzerland, rest of Europe, the Americas, the Asia Pacific, and internationally. The company's Wire Processing business unit develops, produces, and distributes semiautomatic and fully automatic machines for cutting and stripping, crimping, sealing, twisting, tinning, printing, quality control, and process and test automation for various wires and cables. This segment also offers software packages for optimizing machine efficiency and utilization for complex applications and connection of data. Its Medical Devices business unit develops, produces, and distributes diagnosis and microsurgery products primarily in the fields of ophthalmology, as well as covers applications in the fields of pulmonology and measuring instruments. This business unit offers diagnostics products, including slit lamps, biometry, perimetry, tonometer, and practice management software for clinics and opticians, as well as practice equipment; and surgical products, such as microscopes, floor and roof stands, and accessories. The company's Infection Control business unit provides cleaning, disinfection, and sterilization solutions that are used in hospitals. Its Technologycluster & Infrastructure business unit engages in the management and development of real estate. The company's Others business unit offers cleaning, disinfection and sterilization systems and solutions primarily for use in the pharmaceutical industry; and professional appliances and integrated solutions, such as dishwasher and cooking technology, cleaning agents, and care systems for the hotel and catering industry, care homes, and hospitals. Metall Zug AG was founded in 1887 and is headquartered in Zug, Switzerland.

Full MTLZF 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.