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SMNEY vs JEPI: Dividend Comparison 2026

SMNEY yields 0.42% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.2K in total portfolio value
10 years
SMNEY
SMNEY
● Live price
0.42%
Share price
$193.96
Annual div
$0.82
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$0.04
Full SMNEY 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 — SMNEY 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 PeriodSMNEYJEPI
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, SMNEY + JEPI cover 0 of 12 monthsgood coverage

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

SMNEY
Annual income on $10K today (after 15% tax)
$35.94/yr
After 10yr DRIP, annual income (after tax)
$0.03/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 $1,299.29/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 SMNEY + JEPI for your $10,000?

SMNEY: 50%JEPI: 50%
100% JEPI50/50100% SMNEY
Portfolio after 10yr
$24.4K
Annual income
$764.33/yr
Blended yield
3.14%
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Analyst Conviction Gap

Where Wall Street is most bullish on SMNEY right now

SMNEY
Analyst Ratings
3
Buy
3
Hold
Consensus: Buy
Altman Z
2.5
Piotroski
8/9
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)

SMNEY buys
1
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Gilbert Cisneros🏢 House$SMNEY▲ Buy$1,001 - $15,0002025-07-03
Daniel Goldman🏢 House$SMNEY▼ Sell$1,001 - $15,0002023-07-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMNEYJEPI
Forward yield0.42%8.40%
Annual dividend / share$0.82$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.7K$29.0K
Annual income after 10y$0.04$1,528.62
Total dividends collected$42.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMNEY PortfolioSMNEY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,721$21.14$11,260$840.19$539.00JEPI
2$11,482$10.59$12,641$907.94$1.2KJEPI
3$12,291$5.30$14,150$978.20$1.9KJEPI
4$13,154$2.65$15,795$1,050.85$2.6KJEPI
5$14,076$1.33$17,584$1,125.74$3.5KJEPI
6$15,062$0.66$19,526$1,202.74$4.5KJEPI
7$16,117$0.33$21,628$1,281.69$5.5KJEPI
8$17,246$0.17$23,898$1,362.43$6.7KJEPI
9$18,453$0.08$26,347$1,444.79$7.9KJEPI
10$19,745$0.04$28,982$1,528.62$9.2KJEPI

SMNEY vs JEPI: Complete Analysis 2026

SMNEYStock

Siemens Energy AG operates as an energy technology company worldwide. It operates in two segments, Gas and Power; and Siemens Gamesa Renewable Energy. The company provides gas and steam turbines, generators, gas engines, instrumentation and controls, and electrical systems, as well as performance enhancement, maintenance, customer training, and professional consulting services for central and distributed power generation; and transformers, air and gas-insulated switchgears, AC transmission systems, offshore windfarm grid connections, high voltage direct current transmission systems, high voltage substations, digital solutions and components, and other products. It also offers rotating equipment that includes industrial and aero-derivative gas turbines, turbo- and reciprocating compressors, power generation products, and compression trains and modules, as well as solutions in the fields of electrification, automation and digitization, plant safety, plant security, and water treatment. In addition, the company develops technologies in the fields of decarbonized energy and storage systems. Further, it offers onshore wind turbine design, engineering, manufacturing, and installation solutions for onshore markets; offshore wind turbine equipment design, manufacturing, and installation solutions; and operation and maintenance services for wind farms. The company serves utilities, independent power producers, project developers, oil and gas, transmission and distribution system operators, and industrial and infrastructure customers. Siemens Energy AG was founded in 1866 and is based in Munich, Germany.

Full SMNEY 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.