HomeCompareSMTS vs JEPI

SMTS vs JEPI: Dividend Comparison 2026

SMTS yields 48.12% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMTS wins by $328.4K in total portfolio value
10 years
SMTS
SMTS
● Live price
48.12%
Share price
$0.20
Annual div
$0.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$357.4K
Annual income
$70,244.76
Full SMTS 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 — SMTS vs JEPI

📍 SMTS pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSMTSJEPI
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%.
📅

Dividend Calendar Overlap

Combined, SMTS + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SMTS pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SMTS
Annual income on $10K today (after 15% tax)
$4,090.23/yr
After 10yr DRIP, annual income (after tax)
$59,708.05/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, SMTS beats the other by $58,408.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMTS: 50%JEPI: 50%
100% JEPI50/50100% SMTS
Portfolio after 10yr
$193.2K
Annual income
$35,886.69/yr
Blended yield
18.58%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SMTS right now

SMTS
Analyst Ratings
3
Buy
2
Hold
Consensus: Buy
Price Target
$1.50
+651.9% upside vs current
Range: $1.50 — $1.50
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMTS buys
0
JEPI buys
0
No recent congressional trades found for SMTS or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMTSJEPI
Forward yield48.12%8.40%
Annual dividend / share$0.10$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$357.4K$29.0K
Annual income after 10y$70,244.76$1,528.62
Total dividends collected$282.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMTS PortfolioSMTS Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$15,512$4,812.03$11,260$840.19+$4.3KSMTS
2$23,574$6,976.11$12,641$907.94+$10.9KSMTS
3$35,132$9,908.18$14,150$978.20+$21.0KSMTS
4$51,392$13,800.16$15,795$1,050.85+$35.6KSMTS
5$73,855$18,866.30$17,584$1,125.74+$56.3KSMTS
6$104,365$25,339.16$19,526$1,202.74+$84.8KSMTS
7$145,134$33,464.05$21,628$1,281.69+$123.5KSMTS
8$198,786$43,492.19$23,898$1,362.43+$174.9KSMTS
9$268,373$55,672.81$26,347$1,444.79+$242.0KSMTS
10$357,404$70,244.76$28,982$1,528.62+$328.4KSMTS

SMTS vs JEPI: Complete Analysis 2026

SMTSStock

Sierra Metals Inc., together with its subsidiaries, focuses on the production, exploration, and development of precious and base metals in Peru and Mexico. It primarily focuses on exploration of silver, copper, lead, zinc, and gold deposits. The company's flagship property is the 81.84% owned polymetallic Yauricocha Mine covering an area of 18,778 hectares located in the Yauyos province in Peru. It also holds 100% interest in the Bolivar mine, comprising of 12 mining concessions covering an area 15,217 hectares; and Cusi Mines that comprises of 73 concessions covering 11,977 hectares in Mexico. The company was formerly known as Dia Bras Exploration Inc. and changed its name to Sierra Metals Inc. in December 2012. Sierra Metals Inc. was incorporated in 1996 and is headquartered in Toronto, Canada.

Full SMTS 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 →
📬

Get this SMTS vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SMTS vs SCHDSMTS vs OSMTS vs KOSMTS vs MAINSMTS vs JEPQSMTS vs XYLDSMTS vs DIVOSMTS vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.