HomeCompareSMCZ vs JEPI

SMCZ vs JEPI: Dividend Comparison 2026

SMCZ yields 2.57% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.5K in total portfolio value
10 years
SMCZ
SMCZ
● Live price
2.57%
Share price
$45.87
Annual div
$1.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.5K
Annual income
$304.05
Full SMCZ 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 — SMCZ vs JEPI

📍 JEPI 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 PeriodSMCZJEPI
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, SMCZ + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SMCZ
Annual income on $10K today (after 15% tax)
$218.87/yr
After 10yr DRIP, annual income (after tax)
$258.44/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, JEPI beats the other by $1,040.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMCZ: 50%JEPI: 50%
100% JEPI50/50100% SMCZ
Portfolio after 10yr
$26.3K
Annual income
$916.34/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMCZ buys
0
JEPI buys
0
No recent congressional trades found for SMCZ or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMCZJEPI
Forward yield2.57%8.40%
Annual dividend / share$1.18$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.5K$29.0K
Annual income after 10y$304.05$1,528.62
Total dividends collected$2.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMCZ PortfolioSMCZ Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,957$257.50$11,260$840.19$303.00JEPI
2$11,988$263.70$12,641$907.94$653.00JEPI
3$13,097$269.63$14,150$978.20$1.1KJEPI
4$14,289$275.29$15,795$1,050.85$1.5KJEPI
5$15,570$280.70$17,584$1,125.74$2.0KJEPI
6$16,946$285.86$19,526$1,202.74$2.6KJEPI
7$18,423$290.76$21,628$1,281.69$3.2KJEPI
8$20,008$295.42$23,898$1,362.43$3.9KJEPI
9$21,708$299.85$26,347$1,444.79$4.6KJEPI
10$23,532$304.05$28,982$1,528.62$5.5KJEPI

SMCZ vs JEPI: Complete Analysis 2026

SMCZStock

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 SMCZ 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.