HomeCompareRSMR vs JEPI

RSMR vs JEPI: Dividend Comparison 2026

RSMR yields 9.02% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RSMR wins by $7.3K in total portfolio value
10 years
RSMR
RSMR
● Live price
9.02%
Share price
$22.18
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.3K
Annual income
$1,592.23
Full RSMR 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 — RSMR vs JEPI

📍 RSMR pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodRSMRJEPI
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%.
📅

Dividend Calendar Overlap

Combined, RSMR + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

RSMR
Annual income on $10K today (after 15% tax)
$766.46/yr
After 10yr DRIP, annual income (after tax)
$1,353.40/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, RSMR beats the other by $54.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RSMR: 50%JEPI: 50%
100% JEPI50/50100% RSMR
Portfolio after 10yr
$32.7K
Annual income
$1,560.43/yr
Blended yield
4.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RSMR buys
0
JEPI buys
0
No recent congressional trades found for RSMR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRSMRJEPI
Forward yield9.02%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$36.3K$29.0K
Annual income after 10y$1,592.23$1,528.62
Total dividends collected$12.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRSMR PortfolioRSMR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,602$901.71$11,260$840.19+$342.00RSMR
2$13,392$977.70$12,641$907.94+$751.00RSMR
3$15,384$1,054.71$14,150$978.20+$1.2KRSMR
4$17,593$1,132.34$15,795$1,050.85+$1.8KRSMR
5$20,035$1,210.23$17,584$1,125.74+$2.5KRSMR
6$22,725$1,288.04$19,526$1,202.74+$3.2KRSMR
7$25,681$1,365.43$21,628$1,281.69+$4.1KRSMR
8$28,921$1,442.11$23,898$1,362.43+$5.0KRSMR
9$32,463$1,517.79$26,347$1,444.79+$6.1KRSMR
10$36,328$1,592.23$28,982$1,528.62+$7.3KRSMR

RSMR vs JEPI: Complete Analysis 2026

RSMRStock

The investment objective of the FT Vest U.S. Equity Equal Weight Buffer ETF - March (the "Fund") is to seek to provide investors with returns (before fees and expenses) that match the price return of the Invesco S&P 500 Equal Weight ETF Trust (the "Underlying ETF"), up to a predetermined upside cap of 13.86% while providing a buffer (before fees and expenses) against the first 10% of Underlying ETF losses, over the period from March 24, 2025 through March 20, 2026. Under normal market conditions, the Fund will invest substantially all of its assets in FLexible EXchange Options ("FLEX Options") that reference the price performance of the Invesco S&P 500 Equal Weight ETF Trust (the "Underlying ETF").

Full RSMR 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 →
📬

Get this RSMR vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

RSMR vs SCHDRSMR vs ORSMR vs KORSMR vs MAINRSMR vs JEPQRSMR vs XYLDRSMR vs DIVORSMR vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.