HomeCompareSMECF vs JEPI

SMECF vs JEPI: Dividend Comparison 2026

SMECF yields 1.81% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMECF wins by $42.32M in total portfolio value· pulled ahead in Year 3
10 years
SMECF
SMECF
● Live price
1.81%
Share price
$368.10
Annual div
$6.68
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.35M
Annual income
$38,289,397.14
Full SMECF 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 — SMECF vs JEPI

📍 SMECF pulled ahead of the other in Year 3

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 PeriodSMECFJEPI
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, SMECF + JEPI cover 0 of 12 monthsgood coverage

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

SMECF
Annual income on $10K today (after 15% tax)
$154.14/yr
After 10yr DRIP, annual income (after tax)
$32,545,987.57/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, SMECF beats the other by $32,544,688.24/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SMECF: 50%JEPI: 50%
100% JEPI50/50100% SMECF
Portfolio after 10yr
$21.19M
Annual income
$19,145,462.88/yr
Blended yield
90.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMECF buys
2
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Shelley Moore Capito🏛 Senate$SMECF▲ Buy$1,001 - $15,0002017-09-08
Shelley Moore Capito🏛 Senate$SMECF▲ Buy$1,001 - $15,0002017-09-08
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMECFJEPI
Forward yield1.81%8.40%
Annual dividend / share$6.68$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$42.35M$29.0K
Annual income after 10y$38,289,397.14$1,528.62
Total dividends collected$42.01M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMECF PortfolioSMECF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,063$362.67$11,260$840.19$197.00JEPI
2$12,587$749.93$12,641$907.94$54.00JEPI
3← crossover$15,063$1,594.89$14,150$978.20+$913.00SMECF
4$19,685$3,567.51$15,795$1,050.85+$3.9KSMECF
5$29,777$8,714.31$17,584$1,125.74+$12.2KSMECF
6$56,501$24,639.36$19,526$1,202.74+$37.0KSMECF
7$147,843$87,387.26$21,628$1,281.69+$126.2KSMECF
8$585,598$427,405.76$23,898$1,362.43+$561.7KSMECF
9$3,790,942$3,164,351.95$26,347$1,444.79+$3.76MSMECF
10$42,345,705$38,289,397.14$28,982$1,528.62+$42.32MSMECF

SMECF vs JEPI: Complete Analysis 2026

SMECFStock

SMC Corporation manufactures, processes, and sells automatic control equipment, sintered filters, and various types of filtration equipment worldwide. The company offers directional control valves, air cylinders, rotary actuators/air grippers, electric actuators/cylinders, vacuum equipment, air preparation equipment, modular F.R.L./pressure control equipment, lubrication equipment, fittings and tubings, flow control equipment, speed controllers, silencers/exhaust cleaners/blow guns/pressure gauges, switches/sensors/controllers, and static neutralization equipment. It also provides process valves, chemical liquid valves/fittings and needle valves/tubings, process pumps, temperature control equipment, process gas equipment, high vacuum equipment, industrial filters/sintered metal elements, pneumatic instrumentation equipment, and hydraulic equipment. The company was formerly known as Shoketsu Kinzoku Kogyo Co., Ltd. and changed its name to SMC Corporation in April 1986. SMC Corporation was incorporated in 1959 and is headquartered in Tokyo, Japan.

Full SMECF 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.