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SMTSF vs JEPI: Dividend Comparison 2026

SMTSF yields 240.82% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMTSF wins by $364.50M in total portfolio value
10 years
SMTSF
SMTSF
● Live price
240.82%
Share price
$0.83
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$364.53M
Annual income
$200,641,670.96
Full SMTSF 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 — SMTSF vs JEPI

📍 SMTSF 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 PeriodSMTSFJEPI
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, SMTSF + JEPI cover 0 of 12 monthsgood coverage

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

SMTSF
Annual income on $10K today (after 15% tax)
$20,470.09/yr
After 10yr DRIP, annual income (after tax)
$170,545,420.32/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, SMTSF beats the other by $170,544,120.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMTSF: 50%JEPI: 50%
100% JEPI50/50100% SMTSF
Portfolio after 10yr
$182.28M
Annual income
$100,321,599.79/yr
Blended yield
55.04%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SMTSF right now

SMTSF
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
0.8
Piotroski
7/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMTSF buys
0
JEPI buys
0
No recent congressional trades found for SMTSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMTSFJEPI
Forward yield240.82%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$364.53M$29.0K
Annual income after 10y$200,641,670.96$1,528.62
Total dividends collected$346.80M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMTSF PortfolioSMTSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$34,782$24,082.46$11,260$840.19+$23.5KSMTSF
2$115,502$78,284.78$12,641$907.94+$102.9KSMTSF
3$366,540$242,953.29$14,150$978.20+$352.4KSMTSF
4$1,112,760$720,562.04$15,795$1,050.85+$1.10MSMTSF
5$3,235,060$2,044,406.89$17,584$1,125.74+$3.22MSMTSF
6$9,016,262$5,554,747.56$19,526$1,202.74+$9.00MSMTSF
7$24,115,940$14,468,539.20$21,628$1,281.69+$24.09MSMTSF
8$61,971,562$36,167,506.18$23,898$1,362.43+$61.95MSMTSF
9$153,170,213$86,860,642.40$26,347$1,444.79+$153.14MSMTSF
10$364,533,799$200,641,670.96$28,982$1,528.62+$364.50MSMTSF

SMTSF vs JEPI: Complete Analysis 2026

SMTSFStock

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 SMTSF 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.