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SMBMF vs PEP: Dividend Comparison 2026

SMBMF yields 1.12% · PEP yields 3.66%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $123.4K in total portfolio value
10 years
SMBMF
SMBMF
● Live price
1.12%
Share price
$1.78
Annual div
$0.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$120.86
Full SMBMF calculator →
PEP
PepsiCo Inc.
● Live price
3.66%
Share price
$155.29
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$144.7K
Annual income
$63,430.49
Full PEP calculator →

Portfolio growth — SMBMF vs PEP

📍 PEP 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 PeriodSMBMFPEP
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, SMBMF + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SMBMF
Annual income on $10K today (after 15% tax)
$95.51/yr
After 10yr DRIP, annual income (after tax)
$102.73/yr
PEP
Annual income on $10K today (after 15% tax)
$311.45/yr
After 10yr DRIP, annual income (after tax)
$53,915.92/yr
At 15% tax rate, PEP beats the other by $53,813.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SMBMF + PEP for your $10,000?

SMBMF: 50%PEP: 50%
100% PEP50/50100% SMBMF
Portfolio after 10yr
$83.0K
Annual income
$31,775.68/yr
Blended yield
38.29%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

SMBMF
No analyst data
Altman Z
1.8
Piotroski
7/9
PEP
Analyst Ratings
1
Strong
15
Buy
28
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+11.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
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)

SMBMF buys
0
PEP buys
6
PoliticianChamberTickerTypeAmountDate
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Julia Letlow🏢 House$PEP▲ Buy$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-18
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$15,001 - $50,0002025-12-02
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$PEP▲ Buy$1,001 - $15,0002025-11-05
Scott DesJarlais🏢 House$PEP▼ Sell$1,001 - $15,0002025-10-28
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMBMFPEP
Forward yield1.12%3.66%
Annual dividend / share$0.02$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$21.3K$144.7K
Annual income after 10y$120.86$63,430.49
Total dividends collected$1.2K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: SMBMF vs PEP ($10,000, DRIP)

YearSMBMF PortfolioSMBMF Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$10,812$112.36$10,854$514.44$42.00PEP
2$11,683$113.54$11,982$758.21$299.00PEP
3$12,615$114.65$13,526$1,136.44$911.00PEP
4$13,614$115.71$15,727$1,741.93$2.1KPEP
5$14,684$116.70$19,012$2,750.28$4.3KPEP
6$15,829$117.63$24,173$4,514.44$8.3KPEP
7$17,056$118.51$32,789$7,793.80$15.7KPEP
8$18,369$119.34$48,258$14,354.51$29.9KPEP
9$19,775$120.12$78,586$28,686.63$58.8KPEP
10$21,280$120.86$144,688$63,430.49$123.4KPEP

SMBMF vs PEP: Complete Analysis 2026

SMBMFStock

Seatrium Ltd. is an investment holding company, which engages in the provision of management services. It operates through the following segments: Rigs and Floaters, Repairs and Upgrades, Offshore Platforms, and Specialized Shipbuilding; Ship Chartering; and Others. The Others segment includes bulk trading in marine engineering related products; provision of harbour tug services to port users; collection and treatment of used copper slag; and the processing and distribution of copper slag for blast cleaning purposes. The company was founded on April 25, 1963 and is headquartered in Singapore.

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PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

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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.