HomeCompareSMTOY vs JEPI

SMTOY vs JEPI: Dividend Comparison 2026

SMTOY yields 0.45% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMTOY wins by $95.3K in total portfolio value· pulled ahead in Year 7
10 years
SMTOY
SMTOY
● Live price
0.45%
Share price
$59.62
Annual div
$0.27
5Y div CAGR
83.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$124.3K
Annual income
$61,287.69
Full SMTOY 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 — SMTOY vs JEPI

📍 SMTOY pulled ahead of the other in Year 7

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 PeriodSMTOYJEPI
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, SMTOY + JEPI cover 0 of 12 monthsgood coverage

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

SMTOY
Annual income on $10K today (after 15% tax)
$37.98/yr
After 10yr DRIP, annual income (after tax)
$52,094.54/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, SMTOY beats the other by $50,795.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMTOY: 50%JEPI: 50%
100% JEPI50/50100% SMTOY
Portfolio after 10yr
$76.6K
Annual income
$31,408.15/yr
Blended yield
40.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMTOY buys
0
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Daniel Goldman🏢 House$SMTOY▼ Sell$1,001 - $15,0002023-07-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMTOYJEPI
Forward yield0.45%8.40%
Annual dividend / share$0.27$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR83.3%0%
Portfolio after 10y$124.3K$29.0K
Annual income after 10y$61,287.69$1,528.62
Total dividends collected$99.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMTOY PortfolioSMTOY Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,782$81.90$11,260$840.19$478.00JEPI
2$11,688$151.28$12,641$907.94$953.00JEPI
3$12,787$280.93$14,150$978.20$1.4KJEPI
4$14,209$526.51$15,795$1,050.85$1.6KJEPI
5$16,205$1,002.24$17,584$1,125.74$1.4KJEPI
6$19,298$1,958.21$19,526$1,202.74$228.00JEPI
7← crossover$24,644$3,994.75$21,628$1,281.69+$3.0KSMTOY
8$35,108$8,738.98$23,898$1,362.43+$11.2KSMTOY
9$58,893$21,327.32$26,347$1,444.79+$32.5KSMTOY
10$124,303$61,287.69$28,982$1,528.62+$95.3KSMTOY

SMTOY vs JEPI: Complete Analysis 2026

SMTOYStock

Sumitomo Electric Industries, Ltd. manufactures and sells electric wires and cables worldwide. It operates through Automotive, Infocommunications, Electronics, Environment and Energy, and Industrial Materials and Others segments. The company offers wiring harnesses and electrical components; steel cords for tire reinforcement; steel wires for springs; wiring materials; optical lenses for infrared devices; abrasion-resistant parts/materials; heat shrink and heat-resistant tubing/tapes; magnet and aluminum bars/wires; spinel products; products for electronic devices; sintered parts; and EV quick-charger connector assemblies. It also provides fiber optics products; fusion splicer and accessories; data center solutions; intelligent transport systems; remote monitoring systems; NanoPlug series; CATV systems; set top boxes; optical transceiver modules, and optical and wireless devices; optical lenses for infrared devices; AirMT, non-contact multi-fiber interconnects; and low profile fiber-array for silicon photonics. In addition, the company offers electronic wires; flexible printed circuits; heat-shrinkable tubings; cladded/plated and electroplated wires; thermoplastic molded components; PTFE membranes; spiral shielded and electronic wires; cross linked fluorine resins; coaxial cables; flat components; thunderbolt cables; plated and alloy wires; abrasion-resistant parts/materials; and RGB laser modules. Further, it provides various energy and environment systems; products for railway and transport machinery; steel wires for springs; abrasion-resistant parts/materials; magnet wires; diamond/CBN grinding wheels; PC steel wires and high-strength shear reinforcement; drills/endmills; CBN/PCD; milling and turning tools; laser optics; and magnesium alloy parts. The company was formerly known as Sumitomo Electric Wire & Cable Works and changed its name to Sumitomo Electric Industries, Ltd. in 1939. The company was founded in 1897 and is headquartered in Osaka, Japan.

Full SMTOY 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.