HomeCompareSMAGF vs JEPI

SMAGF vs JEPI: Dividend Comparison 2026

SMAGF yields 155.04% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMAGF wins by $29.56M in total portfolio value
10 years
SMAGF
SMAGF
● Live price
155.04%
Share price
$1.29
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.59M
Annual income
$13,040,704.30
Full SMAGF 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 — SMAGF vs JEPI

📍 SMAGF 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 PeriodSMAGFJEPI
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, SMAGF + JEPI cover 0 of 12 monthsgood coverage

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

SMAGF
Annual income on $10K today (after 15% tax)
$13,178.29/yr
After 10yr DRIP, annual income (after tax)
$11,084,598.66/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, SMAGF beats the other by $11,083,299.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMAGF: 50%JEPI: 50%
100% JEPI50/50100% SMAGF
Portfolio after 10yr
$14.81M
Annual income
$6,521,116.46/yr
Blended yield
44.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMAGF buys
0
JEPI buys
0
No recent congressional trades found for SMAGF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMAGFJEPI
Forward yield155.04%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$29.59M$29.0K
Annual income after 10y$13,040,704.30$1,528.62
Total dividends collected$27.44M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMAGF PortfolioSMAGF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$26,204$15,503.88$11,260$840.19+$14.9KSMAGF
2$66,007$37,968.38$12,641$907.94+$53.4KSMAGF
3$160,011$89,383.96$14,150$978.20+$145.9KSMAGF
4$373,718$202,506.35$15,795$1,050.85+$357.9KSMAGF
5$841,906$442,027.47$17,584$1,125.74+$824.3KSMAGF
6$1,831,486$930,646.81$19,526$1,202.74+$1.81MSMAGF
7$3,851,778$1,892,087.52$21,628$1,281.69+$3.83MSMAGF
8$7,840,307$3,718,904.61$23,898$1,362.43+$7.82MSMAGF
9$15,463,748$7,074,619.86$26,347$1,444.79+$15.44MSMAGF
10$29,586,915$13,040,704.30$28,982$1,528.62+$29.56MSMAGF

SMAGF vs JEPI: Complete Analysis 2026

SMAGFStock

Soma Gold Corp., a natural resource company, engages in the acquisition, exploration, and development of mineral properties in South America. The company's principal operation is the El Bagre gold mining complex, which consists of an operating gold processing plant, the La Ye and Los Mangos operating underground gold mines, and the Cordero underground mine development project located in the Antioquia, Colombia. It also holds a 100% interest in the Zara exploration properties covering an area of approximately 29,000 hectares located in Antioquia, Colombia; and the El Limon gold mine located in Colombia. In addition, the company holds interest in the Nechí Gold project located in Antioquia, Colombia. The company was formerly known as Para Resources Inc. and changed its name to Soma Gold Corp. in May 2020. Soma Gold Corp. is headquartered in Vancouver, Canada.

Full SMAGF 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.