HomeCompareSMCX vs JEPI

SMCX vs JEPI: Dividend Comparison 2026

SMCX yields 11.71% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMCX wins by $14.3K in total portfolio value
10 years
SMCX
SMCX
● Live price
11.71%
Share price
$8.54
Annual div
$1.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.3K
Annual income
$2,433.51
Full SMCX 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 — SMCX vs JEPI

📍 SMCX 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 PeriodSMCXJEPI
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, SMCX + JEPI cover 0 of 12 monthsgood coverage

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

SMCX
Annual income on $10K today (after 15% tax)
$995.35/yr
After 10yr DRIP, annual income (after tax)
$2,068.48/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, SMCX beats the other by $769.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMCX: 50%JEPI: 50%
100% JEPI50/50100% SMCX
Portfolio after 10yr
$36.1K
Annual income
$1,981.07/yr
Blended yield
5.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMCX buys
0
JEPI buys
0
No recent congressional trades found for SMCX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMCXJEPI
Forward yield11.71%8.40%
Annual dividend / share$1.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.3K$29.0K
Annual income after 10y$2,433.51$1,528.62
Total dividends collected$17.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMCX PortfolioSMCX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,871$1,171.00$11,260$840.19+$611.00SMCX
2$14,001$1,299.15$12,641$907.94+$1.4KSMCX
3$16,413$1,432.02$14,150$978.20+$2.3KSMCX
4$19,131$1,568.91$15,795$1,050.85+$3.3KSMCX
5$22,179$1,709.07$17,584$1,125.74+$4.6KSMCX
6$25,584$1,851.76$19,526$1,202.74+$6.1KSMCX
7$29,371$1,996.25$21,628$1,281.69+$7.7KSMCX
8$33,568$2,141.82$23,898$1,362.43+$9.7KSMCX
9$38,206$2,287.79$26,347$1,444.79+$11.9KSMCX
10$43,314$2,433.51$28,982$1,528.62+$14.3KSMCX

SMCX vs JEPI: Complete Analysis 2026

SMCXStock

The Defiance Daily Target 2X Long SMCI ETF (the “Fund”) seeks daily leveraged investment results of two times (200%) the daily percentage change in the share price of Super Micro Computer, Inc. (NASDAQ: SMCI). Because the Fund seeks daily leveraged investment results, it is very different from most other exchange-traded funds and there is no guarantee that the Fund will meet its stated objective. The Fund should not be expected to provide 2 times the cumulative return of SMCI for periods greater than a single trading day.

Full SMCX 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.