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SMMNY vs JEPI: Dividend Comparison 2026

SMMNY yields 1.74% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.2K in total portfolio value
10 years
SMMNY
SMMNY
● Live price
1.74%
Share price
$21.10
Annual div
$0.37
5Y div CAGR
12.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.8K
Annual income
$704.62
Full SMMNY 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 — SMMNY 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 PeriodSMMNYJEPI
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, SMMNY + JEPI cover 0 of 12 monthsgood coverage

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

SMMNY
Annual income on $10K today (after 15% tax)
$147.96/yr
After 10yr DRIP, annual income (after tax)
$598.93/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 $700.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMMNY: 50%JEPI: 50%
100% JEPI50/50100% SMMNY
Portfolio after 10yr
$26.9K
Annual income
$1,116.62/yr
Blended yield
4.15%
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Analyst Conviction Gap

Where Wall Street is most bullish on SMMNY right now

SMMNY
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
2.8
Piotroski
6/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMMNY buys
0
JEPI buys
0
No recent congressional trades found for SMMNY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMMNYJEPI
Forward yield1.74%8.40%
Annual dividend / share$0.37$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR12.7%0%
Portfolio after 10y$24.8K$29.0K
Annual income after 10y$704.62$1,528.62
Total dividends collected$4.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMMNY PortfolioSMMNY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,896$196.18$11,260$840.19$364.00JEPI
2$11,884$225.15$12,641$907.94$757.00JEPI
3$12,975$258.65$14,150$978.20$1.2KJEPI
4$14,180$297.42$15,795$1,050.85$1.6KJEPI
5$15,515$342.38$17,584$1,125.74$2.1KJEPI
6$16,996$394.57$19,526$1,202.74$2.5KJEPI
7$18,641$455.25$21,628$1,281.69$3.0KJEPI
8$20,472$525.91$23,898$1,362.43$3.4KJEPI
9$22,513$608.32$26,347$1,444.79$3.8KJEPI
10$24,793$704.62$28,982$1,528.62$4.2KJEPI

SMMNY vs JEPI: Complete Analysis 2026

SMMNYStock

Siemens Healthineers AG, through its subsidiaries, develops, manufactures, and sells a range of diagnostic and therapeutic products and services to healthcare providers worldwide. The company operates through four segments: Imaging, Diagnostics, Varian, and Advanced Therapies. The Imaging segment provides magnetic resonance imaging, computed tomography, X-ray systems, molecular imaging, and ultrasound systems. The Diagnostics segment offers in-vitro diagnostic products and services to healthcare providers in laboratory, molecular and point-of-care diagnostics; and workflow solutions for laboratories and informatics products. The Varian segment provides cancer care technologies, and solutions and services to oncology departments in hospitals and clinics; and technology-enabled optimized workflows, clinical services and consulting capabilities, and digital solutions and applications for managing treatment and therapy. The Advanced Therapies segment offers products that are designed to support image-guided minimally invasive treatments in various areas, such as cardiology, interventional radiology, and surgery; and angiography systems and mobile C-arms, including a robotic-assisted platform for endovascular coronary and peripheral vascular interventions. It also provides equipment performance management, clinical education and e-learning, asset management, and managed departmental services for laboratories and healthcare facilities, as well as consulting and digital health services. The company is headquartered in Erlangen, Germany. Siemens Healthineers AG operates as a subsidiary of Siemens Aktiengesellschaft.

Full SMMNY 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.