HomeCompareNATM vs JEPI

NATM vs JEPI: Dividend Comparison 2026

NATM yields 97.68% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NATM wins by $3.51M in total portfolio value
10 years
NATM
NATM
● Live price
97.68%
Share price
$2.05
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.54M
Annual income
$1,175,085.19
Full NATM calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — NATM vs JEPI

📍 NATM 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 PeriodNATMJEPI
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, NATM + JEPI cover 0 of 12 monthsgood coverage

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

NATM
Annual income on $10K today (after 15% tax)
$8,302.81/yr
After 10yr DRIP, annual income (after tax)
$998,822.41/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, NATM beats the other by $997,484.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NATM: 50%JEPI: 50%
100% JEPI50/50100% NATM
Portfolio after 10yr
$1.79M
Annual income
$588,329.43/yr
Blended yield
32.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NATM 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 →
MetricNATMJEPI
Forward yield97.68%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$3.54M$29.3K
Annual income after 10y$1,175,085.19$1,573.67
Total dividends collected$3.15M$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNATM PortfolioNATM Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$20,468$9,768.01$11,276$855.74+$9.2KNATM
2$40,586$18,685.21$12,675$926.02+$27.9KNATM
3$78,054$34,626.97$14,207$999.01+$63.8KNATM
4$145,755$62,237.16$15,878$1,074.57+$129.9KNATM
5$264,574$108,616.09$17,697$1,152.57+$246.9KNATM
6$467,355$184,261.28$19,674$1,232.87+$447.7KNATM
7$804,264$304,193.96$21,815$1,315.29+$782.4KNATM
8$1,349,799$489,235.92$24,131$1,399.68+$1.33MNATM
9$2,211,654$767,369.99$26,630$1,485.86+$2.19MNATM
10$3,541,555$1,175,085.19$29,323$1,573.67+$3.51MNATM

NATM vs JEPI: Complete Analysis 2026

NATMStock

Natama Investment Group Inc. explores for, extracts, mines, processes, buys, and sells mineral resources in the Republic of Kazakhstan. It explores for gold, silver, platinum, copper, and iron oxide deposits, as well as rare earth metals, aluminum, non-ferrous metals, etc. The company was formerly known as Aurum Megametals Corp. and changed its name to Natama Investment Group Inc. in September 2025. Natama Investment Group Inc. is based in Portland, Oregon.

Full NATM 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.