HomeComparePHMMF vs JEPI

PHMMF vs JEPI: Dividend Comparison 2026

PHMMF yields 0.97% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PHMMF wins by $109.5K in total portfolio value· pulled ahead in Year 6
10 years
PHMMF
PHMMF
● Live price
0.97%
Share price
$96.00
Annual div
$0.93
5Y div CAGR
68.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$138.5K
Annual income
$65,086.57
Full PHMMF 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 — PHMMF vs JEPI

📍 PHMMF pulled ahead of the other in Year 6

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 PeriodPHMMFJEPI
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, PHMMF + JEPI cover 0 of 12 monthsgood coverage

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

PHMMF
Annual income on $10K today (after 15% tax)
$82.26/yr
After 10yr DRIP, annual income (after tax)
$55,323.58/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, PHMMF beats the other by $54,024.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHMMF: 50%JEPI: 50%
100% JEPI50/50100% PHMMF
Portfolio after 10yr
$83.8K
Annual income
$33,307.59/yr
Blended yield
39.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PHMMF buys
0
JEPI buys
0
No recent congressional trades found for PHMMF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHMMFJEPI
Forward yield0.97%8.40%
Annual dividend / share$0.93$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR68.1%0%
Portfolio after 10y$138.5K$29.0K
Annual income after 10y$65,086.57$1,528.62
Total dividends collected$111.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPHMMF PortfolioPHMMF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,863$162.67$11,260$840.19$397.00JEPI
2$11,901$277.61$12,641$907.94$740.00JEPI
3$13,212$477.81$14,150$978.20$938.00JEPI
4$14,970$833.33$15,795$1,050.85$825.00JEPI
5$17,501$1,483.41$17,584$1,125.74$83.00JEPI
6← crossover$21,451$2,724.54$19,526$1,202.74+$1.9KPHMMF
7$28,198$5,246.31$21,628$1,281.69+$6.6KPHMMF
8$41,007$10,834.88$23,898$1,362.43+$17.1KPHMMF
9$68,632$24,753.88$26,347$1,444.79+$42.3KPHMMF
10$138,522$65,086.57$28,982$1,528.62+$109.5KPHMMF

PHMMF vs JEPI: Complete Analysis 2026

PHMMFStock

Pharma Mar, S.A., a biopharmaceutical company, engages in the research, development, production, and commercialization of bio-active principles of marine origin for use in oncology in Spain, Italy, Germany, Ireland, rest of EU, the United States, and internationally. The company operates through three segments: Oncology, Diagnostics, and RNA interference. It develops and commercializes Yondelis for the treatment of soft tissue sarcomas and for ovarian cancer; Aplidin for treating multiple myeloma; and Zepzelca for treating patients with small cell lung cancer. The company also develops PM14 which is in phase II clinical trails for the treatment of solid tumors. In addition, it develops and markets diagnostics kits; and develops drugs with therapeutic activity based on reducing or silencing gene expression. The company was incorporated in 1986 and is based in Madrid, Spain.

Full PHMMF 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.