HomeCompareMTSN vs JEPI

MTSN vs JEPI: Dividend Comparison 2026

MTSN yields 55.56% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MTSN wins by $493.7K in total portfolio value
10 years
MTSN
MTSN
● Live price
55.56%
Share price
$3.60
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$522.7K
Annual income
$115,105.08
Full MTSN 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 — MTSN vs JEPI

📍 MTSN 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 PeriodMTSNJEPI
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, MTSN + JEPI cover 0 of 12 monthsgood coverage

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

MTSN
Annual income on $10K today (after 15% tax)
$4,722.22/yr
After 10yr DRIP, annual income (after tax)
$97,839.32/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, MTSN beats the other by $96,539.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTSN: 50%JEPI: 50%
100% JEPI50/50100% MTSN
Portfolio after 10yr
$275.8K
Annual income
$58,316.85/yr
Blended yield
21.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTSN buys
0
JEPI buys
0
No recent congressional trades found for MTSN or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTSNJEPI
Forward yield55.56%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$522.7K$29.0K
Annual income after 10y$115,105.08$1,528.62
Total dividends collected$426.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTSN PortfolioMTSN Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$16,256$5,555.56$11,260$840.19+$5.0KMTSN
2$25,834$8,440.06$12,641$907.94+$13.2KMTSN
3$40,177$12,535.55$14,150$978.20+$26.0KMTSN
4$61,210$18,220.40$15,795$1,050.85+$45.4KMTSN
5$91,438$25,942.77$17,584$1,125.74+$73.9KMTSN
6$134,057$36,218.79$19,526$1,202.74+$114.5KMTSN
7$193,068$49,626.62$21,628$1,281.69+$171.4KMTSN
8$273,379$66,796.05$23,898$1,362.43+$249.5KMTSN
9$380,909$88,393.78$26,347$1,444.79+$354.6KMTSN
10$522,678$115,105.08$28,982$1,528.62+$493.7KMTSN

MTSN vs JEPI: Complete Analysis 2026

MTSNStock

MTSN is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in MTSN shares.

Full MTSN 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.