HomeCompareSMGBY vs JEPI

SMGBY vs JEPI: Dividend Comparison 2026

SMGBY yields 32.58% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMGBY wins by $124.4K in total portfolio value
10 years
SMGBY
SMGBY
● Live price
32.58%
Share price
$16.97
Annual div
$5.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$153.4K
Annual income
$21,793.51
Full SMGBY 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 — SMGBY vs JEPI

📍 SMGBY 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 PeriodSMGBYJEPI
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, SMGBY + JEPI cover 0 of 12 monthsgood coverage

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

SMGBY
Annual income on $10K today (after 15% tax)
$2,768.90/yr
After 10yr DRIP, annual income (after tax)
$18,524.48/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, SMGBY beats the other by $17,225.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMGBY: 50%JEPI: 50%
100% JEPI50/50100% SMGBY
Portfolio after 10yr
$91.2K
Annual income
$11,661.06/yr
Blended yield
12.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMGBY buys
0
JEPI buys
0
No recent congressional trades found for SMGBY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMGBYJEPI
Forward yield32.58%8.40%
Annual dividend / share$5.53$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$153.4K$29.0K
Annual income after 10y$21,793.51$1,528.62
Total dividends collected$107.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMGBY PortfolioSMGBY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,958$3,257.53$11,260$840.19+$2.7KSMGBY
2$19,184$4,249.26$12,641$907.94+$6.5KSMGBY
3$25,985$5,458.28$14,150$978.20+$11.8KSMGBY
4$34,714$6,909.70$15,795$1,050.85+$18.9KSMGBY
5$45,770$8,626.87$17,584$1,125.74+$28.2KSMGBY
6$59,605$10,630.52$19,526$1,202.74+$40.1KSMGBY
7$76,715$12,938.01$21,628$1,281.69+$55.1KSMGBY
8$97,648$15,562.65$23,898$1,362.43+$73.8KSMGBY
9$122,996$18,513.19$26,347$1,444.79+$96.6KSMGBY
10$153,400$21,793.51$28,982$1,528.62+$124.4KSMGBY

SMGBY vs JEPI: Complete Analysis 2026

SMGBYStock

San Miguel Corporation engages in food and beverage, packaging, energy, fuel and oil, infrastructure, cement, and banking businesses worldwide. Its Food and Beverage segment is involved in feeds production; poultry and livestock farming; processing and selling poultry and meat products and refrigerated processed and canned meat products; milling, producing, and marketing of flour, flour mixes, bakery ingredients, butter, margarine, cheese, milk, ice cream, jelly-based snacks and desserts, oils, salad aids, biscuits, and condiments; importing and marketing of coffee and coffee-related products; and grain terminal handling. This segment also produces, markets, and sells fermented, malt-based, and non-alcoholic beverages; and hard liquor in the form of gin, Chinese wine, brandy, rum, and vodka. Its Packaging segment produces and markets packaging products, such as glass containers and molds, polyethylene terephthalate (PET) bottles and preforms, PET recycling, plastic and metal closures, corrugated cartons, woven polypropylene, kraft sacks and paperboards, pallets, flexible packaging, aluminum cans, woven products, industrial laminates, and radiant barriers; and plastic crates, floorings, films, trays, pails, and tubs. This segment also engages in the crate and plastic pallet leasing, PET bottle filling graphics design, packaging research and testing, packaging development and consultation, and contract packaging and trading activities. Its Energy segment generates, sells, retails, and distributes power. Its Fuel and Oil segment refines and markets petroleum products. Its Infrastructure segment constructs and develops infrastructure projects, such as toll roads, airports, railways, and bulk water. The company also develops, manages, and sells real estate properties; and manufactures and sells cement. The company was founded in 1890 and is headquartered in Mandaluyong City, the Philippines. San Miguel Corporation is a subsidiary of Top Frontier Investment Holdings, Inc.

Full SMGBY 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.