Is SPMTF or JEPI a better dividend investment in 2026?

SPMTF currently yields 3992.02% with a 5% 5-year dividend growth rate. JEPI yields 8.56% with 2.1% growth. The better choice depends on your goal: SPMTF offers higher current income.

What is the dividend yield difference between SPMTF and JEPI?

SPMTF has a forward dividend yield of 3992.02% ($2.00/share annually). JEPI yields 8.56% ($4.76/share annually). The yield gap is 3983.46 percentage points.

Home › Compare › SPMTF vs JEPI

SPMTF vs JEPI: Dividend Comparison 2026

SPMTF yields 3992.02% · JEPI yields 8.56%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SPMTF wins by $7038408636820.30M in total portfolio value

INVESTMENT

TIME HORIZON10 years

SPMTF

● Live price

3992.02%

Share price

$0.05

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$7038408636820.33M

Annual income

$6,707,864,260,492,553,000.00

Full SPMTF calculator →

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.56%

Share price

$55.65

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.3K

Annual income

$1,573.67

Full JEPI calculator →

Portfolio growth — SPMTF vs JEPI

📍 SPMTF 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 Period	SPMTF	JEPI
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, SPMTF + JEPI cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SPMTF pays

JEPI pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SPMTF

Annual income on $10K today (after 15% tax)

$339,321.36/yr

After 10yr DRIP, annual income (after tax)

$5,701,684,621,418,670,000.00/yr

JEPI

Annual income on $10K today (after 15% tax)

$727.38/yr

After 10yr DRIP, annual income (after tax)

$1,337.62/yr

At 15% tax rate, SPMTF beats the other by $5,701,684,621,418,669,000.00/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 SPMTF + JEPI for your $10,000?

SPMTF: 50%JEPI: 50%

100% JEPI50/50100% SPMTF

Portfolio after 10yr

$3519204318410.18M

Annual income

$3,353,932,130,246,277,600.00/yr

Blended yield

95.30%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPMTF buys

JEPI buys

Politician	Chamber	Ticker	Type	Amount	Date
Ro Khanna	🏢 House	$JEPI	▼ Sell	$1,001 - $15,000	2023-11-03
Max Miller	🏢 House	$JEPI	▼ Sell	$1,001 - $15,000	2023-10-06
Kevin Hern	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-10-06
Kevin Hern	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-09-07
Robert J. Wittman	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-05-10
Kevin Hern	🏢 House	$JEPI	▲ Buy	$100,001 - $250,000	2021-07-30

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSPMTFJEPI

Forward yield	3992.02% ✓	8.56%
Annual dividend / share	$2.00	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$7038408636820.33M ✓	$29.3K
Annual income after 10y	$6,707,864,260,492,553,000.00 ✓	$1,573.67
Total dividends collected	$7015858891478.01M ✓	$12.0K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SPMTF Portfolio	SPMTF Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1← crossover	$409,902	$399,201.60	$11,276	$855.74	+$398.6K → SPMTF
2	$15,731,433	$15,292,838.50	$12,675	$926.02	+$15.72M → SPMTF
3	$565,353,313	$548,520,679.36	$14,207	$999.01	+$565.34M → SPMTF
4	$19,027,950,361	$18,423,022,315.76	$15,878	$1,074.57	+$19027.93M → SPMTF
5	$599,854,207,291	$579,494,300,405.11	$17,697	$1,152.57	+$599854.19M → SPMTF
6	$17,715,207,654,637	$17,073,363,652,836.21	$19,674	$1,232.87	+$17715207.63M → SPMTF
7	$490,188,440,412,516	$471,233,168,222,053.44	$21,815	$1,315.29	+$490188440.39M → SPMTF
8	$12,710,718,187,796,452	$12,186,216,556,555,060.00	$24,131	$1,399.68	+$12710718187.77M → SPMTF
9	$308,919,977,876,429,600	$295,319,509,415,487,360.00	$26,630	$1,485.86	+$308919977876.40M → SPMTF
10	$7,038,408,636,820,333,000	$6,707,864,260,492,553,000.00	$29,323	$1,573.67	+$7038408636820.30M → SPMTF

SPMTF vs JEPI: Complete Analysis 2026

SPMTF — Stock

Adelayde Exploration Inc. is a Canadian junior resource exploration company dedicated to the aggressive pursuit of world-class mineral deposits. The projects of the company are based in Clayton Valley Nevada, Quebec, and New Brunswick.

Full SPMTF Calculator →

JEPI — ETF

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.