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MTTR vs JEPI: Dividend Comparison 2026

MTTR yields 37.17% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MTTR wins by $169.6K in total portfolio value
10 years
MTTR
MTTR
● Live price
37.17%
Share price
$5.38
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$198.5K
Annual income
$31,557.09
Full MTTR 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 — MTTR vs JEPI

📍 MTTR 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 PeriodMTTRJEPI
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, MTTR + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MTTR
Annual income on $10K today (after 15% tax)
$3,159.85/yr
After 10yr DRIP, annual income (after tax)
$26,823.53/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, MTTR beats the other by $25,524.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTTR: 50%JEPI: 50%
100% JEPI50/50100% MTTR
Portfolio after 10yr
$113.8K
Annual income
$16,542.86/yr
Blended yield
14.54%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MTTR right now

MTTR
Analyst Ratings
2
Buy
7
Hold
Consensus: Hold
Price Target
$6.67
+24.0% upside vs current
Range: $3.00 — $15.00
Altman Z
4.3
Piotroski
3/9
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)

MTTR buys
0
JEPI buys
0
No recent congressional trades found for MTTR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTTRJEPI
Forward yield37.17%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$198.5K$29.0K
Annual income after 10y$31,557.09$1,528.62
Total dividends collected$146.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTTR PortfolioMTTR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,417$3,717.47$11,260$840.19+$3.2KMTTR
2$20,436$5,009.02$12,641$907.94+$7.8KMTTR
3$28,502$6,635.45$14,150$978.20+$14.4KMTTR
4$39,146$8,649.01$15,795$1,050.85+$23.4KMTTR
5$52,988$11,101.91$17,584$1,125.74+$35.4KMTTR
6$70,742$14,044.48$19,526$1,202.74+$51.2KMTTR
7$93,217$17,523.45$21,628$1,281.69+$71.6KMTTR
8$121,322$21,580.22$23,898$1,362.43+$97.4KMTTR
9$156,064$26,249.33$26,347$1,444.79+$129.7KMTTR
10$198,546$31,557.09$28,982$1,528.62+$169.6KMTTR

MTTR vs JEPI: Complete Analysis 2026

MTTRStock

Matterport, Inc., a spatial data company, focuses on digitization and datafication of the built world. It offers Matterport digital twins, a 3D data platform to design, build, operate, promote, and understand spaces. The company offers Matterport Capture, an application that enables to capture depth, data, and imagery of a space using 3D cameras, 360 cameras, and iPhones; Matterport Workshop application to customize, add additional details, and share spaces; Matterport Showcase application for audience view and explore space in its final format; and Matterport VR to experience virtual reality. It offers solutions for real estate, photography, travel and hospitality, retail, insurance and restoration, industrial and facilities management, architecture, and engineering and construction industries. Matterport, Inc. was founded in 2011 and is headquartered in Sunnyvale, California.

Full MTTR 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.