HomeCompareSOMMF vs JEPI

SOMMF vs JEPI: Dividend Comparison 2026

SOMMF yields 2.27% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.9K in total portfolio value
10 years
SOMMF
SOMMF
● Live price
2.27%
Share price
$3.42
Annual div
$0.08
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.1K
Annual income
$0.23
Full SOMMF 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 — SOMMF 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 PeriodSOMMFJEPI
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, SOMMF + JEPI cover 0 of 12 monthsgood coverage

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

SOMMF
Annual income on $10K today (after 15% tax)
$192.97/yr
After 10yr DRIP, annual income (after tax)
$0.20/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 $1,299.13/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 SOMMF + JEPI for your $10,000?

SOMMF: 50%JEPI: 50%
100% JEPI50/50100% SOMMF
Portfolio after 10yr
$24.5K
Annual income
$764.42/yr
Blended yield
3.12%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOMMF buys
0
JEPI buys
0
No recent congressional trades found for SOMMF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOMMFJEPI
Forward yield2.27%8.40%
Annual dividend / share$0.08$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.1K$29.0K
Annual income after 10y$0.23$1,528.62
Total dividends collected$228.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOMMF PortfolioSOMMF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,814$113.51$11,260$840.19$446.00JEPI
2$11,628$57.36$12,641$907.94$1.0KJEPI
3$12,471$28.82$14,150$978.20$1.7KJEPI
4$13,358$14.44$15,795$1,050.85$2.4KJEPI
5$14,300$7.23$17,584$1,125.74$3.3KJEPI
6$15,305$3.62$19,526$1,202.74$4.2KJEPI
7$16,378$1.81$21,628$1,281.69$5.3KJEPI
8$17,525$0.90$23,898$1,362.43$6.4KJEPI
9$18,753$0.45$26,347$1,444.79$7.6KJEPI
10$20,066$0.23$28,982$1,528.62$8.9KJEPI

SOMMF vs JEPI: Complete Analysis 2026

SOMMFStock

Sumitomo Chemical Company, Limited engages in Chemicals & Plastics, energy and functional materials, IT-related chemicals, health and crop sciences, pharmaceuticals, and other businesses worldwide. Its Essential Chemicals & Plastics segment offers synthetic resins, such as polyethylene, polypropylene, and polymethyl methacrylate resins; raw materials for synthetic fibers; and various industrial chemicals. The company's Energy & Functional Materials segment provides alumina and aluminum products used for energy products; resorcinol for tires, wood adhesives, flame retardants, and ultraviolet ray absorbants; polymer additives and rubber chemicals; synthetic rubber for tires, shoes, construction materials, and other applications; and engineering plastics and lithium-ion secondary battery materials for use in electronic components and next-generation vehicles. Its IT-Related Chemicals segment provides polarizing films, touch screen sensor panels, and color resists and polymer OLED for LC and OLED displays; photoresists and high-purity chemicals for the semiconductor manufacturing process; and compound semiconductor materials for antenna switches and other components of communication terminal equipment. The company's Health & Crop Sciences segment offers crop protection chemicals, fertilizers, feed additives, and household insecticides; active pharmaceutical ingredients and intermediates; and products to control infectious diseases. Its Pharmaceuticals segment provides prescription and diagnostic pharmaceuticals. The company's Others segment supplies electric power and steam; designs, constructs, and supervises chemical plants; provides transportation and warehousing services; and conducts physical property and environmental analysis. Sumitomo Chemical Company, Limited was founded in 1913 and is headquartered in Tokyo, Japan.

Full SOMMF 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.