HomeCompareSMMCF vs JEPI

SMMCF vs JEPI: Dividend Comparison 2026

SMMCF yields 24.05% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMMCF wins by $64.4K in total portfolio value
10 years
SMMCF
SMMCF
● Live price
24.05%
Share price
$17.27
Annual div
$4.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$93.3K
Annual income
$10,170.36
Full SMMCF 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 — SMMCF vs JEPI

📍 SMMCF 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 PeriodSMMCFJEPI
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, SMMCF + JEPI cover 0 of 12 monthsgood coverage

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

SMMCF
Annual income on $10K today (after 15% tax)
$2,044.59/yr
After 10yr DRIP, annual income (after tax)
$8,644.81/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, SMMCF beats the other by $7,345.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMMCF: 50%JEPI: 50%
100% JEPI50/50100% SMMCF
Portfolio after 10yr
$61.2K
Annual income
$5,849.49/yr
Blended yield
9.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMMCF buys
0
JEPI buys
0
No recent congressional trades found for SMMCF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMMCFJEPI
Forward yield24.05%8.40%
Annual dividend / share$4.15$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$93.3K$29.0K
Annual income after 10y$10,170.36$1,528.62
Total dividends collected$58.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMMCF PortfolioSMMCF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,105$2,405.40$11,260$840.19+$1.8KSMMCF
2$16,969$2,946.15$12,641$907.94+$4.3KSMMCF
3$21,722$3,565.12$14,150$978.20+$7.6KSMMCF
4$27,508$4,265.15$15,795$1,050.85+$11.7KSMMCF
5$34,481$5,047.83$17,584$1,125.74+$16.9KSMMCF
6$42,808$5,913.54$19,526$1,202.74+$23.3KSMMCF
7$52,666$6,861.38$21,628$1,281.69+$31.0KSMMCF
8$64,242$7,889.19$23,898$1,362.43+$40.3KSMMCF
9$77,732$8,993.65$26,347$1,444.79+$51.4KSMMCF
10$93,344$10,170.36$28,982$1,528.62+$64.4KSMMCF

SMMCF vs JEPI: Complete Analysis 2026

SMMCFStock

Summit Industrial Income REIT is an unincorporated open-end REIT focused on growing and managing a portfolio of light industrial and other properties across Canada. Summit II's units are listed on the TSX and trade under the symbol SMU.UN.

Full SMMCF 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.