HomeCompareSSUMY vs JEPI

SSUMY vs JEPI: Dividend Comparison 2026

SSUMY yields 1.15% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SSUMY wins by $40.5K in total portfolio value· pulled ahead in Year 6
10 years
SSUMY
SSUMY
● Live price
1.15%
Share price
$39.10
Annual div
$0.45
5Y div CAGR
54.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.4K
Annual income
$21,405.82
Full SSUMY 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 — SSUMY vs JEPI

📍 SSUMY pulled ahead of the other in Year 6

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 PeriodSSUMYJEPI
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, SSUMY + JEPI cover 0 of 12 monthsgood coverage

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

SSUMY
Annual income on $10K today (after 15% tax)
$98.03/yr
After 10yr DRIP, annual income (after tax)
$18,194.95/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, SSUMY beats the other by $16,895.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SSUMY: 50%JEPI: 50%
100% JEPI50/50100% SSUMY
Portfolio after 10yr
$49.2K
Annual income
$11,467.22/yr
Blended yield
23.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSUMY buys
0
JEPI buys
0
No recent congressional trades found for SSUMY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSUMYJEPI
Forward yield1.15%8.40%
Annual dividend / share$0.45$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR54.2%0%
Portfolio after 10y$69.4K$29.0K
Annual income after 10y$21,405.82$1,528.62
Total dividends collected$45.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSSUMY PortfolioSSUMY Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,878$177.84$11,260$840.19$382.00JEPI
2$11,918$278.79$12,641$907.94$723.00JEPI
3$13,193$440.19$14,150$978.20$957.00JEPI
4$14,818$702.21$15,795$1,050.85$977.00JEPI
5$16,992$1,136.67$17,584$1,125.74$592.00JEPI
6← crossover$20,060$1,878.40$19,526$1,202.74+$534.00SSUMY
7$24,660$3,195.74$21,628$1,281.69+$3.0KSSUMY
8$32,048$5,661.52$23,898$1,362.43+$8.2KSSUMY
9$44,894$10,603.21$26,347$1,444.79+$18.5KSSUMY
10$69,443$21,405.82$28,982$1,528.62+$40.5KSSUMY

SSUMY vs JEPI: Complete Analysis 2026

SSUMYStock

Sumitomo Corporation engages in general trading business worldwide. It operates through six segments: Metal Products; Transportation & Construction Systems; Infrastructure; Media & Digital; Living Related & Real Estate; and Mineral Resources, Energy, Chemical & Electronics. The company provides steel sheets and tubular products; and manufactures, leases, sells, services, and finances ships, aircrafts, motor vehicles, construction equipment, and components and parts. It is also involved in the development of renewable energy projects comprising power generation and power plant engineering, procurement, and construction activities; electricity retail; industrial facilities and equipment, water, transportation systems and infrastructure, airports, smart city project, environmental solutions, and storage battery businesses; development and operation of industrial parks; arranging insurance; and provision of logistics services. In addition, the company engages in the cable television, 5G related technologies, programming distribution, movies, digital media and video content, TV shopping, and e-commerce businesses; cell phone, ICT platform, digital solution, and venture capital businesses; provision of smart communications infrastructure; operation of food supermarkets and drugstore chains; trade of cement and building materials; and real estate businesses. Further, it develops and trades in coal, iron ore, manganese, uranium, non-ferrous and precious metals, petroleum, natural gas and liquefied natural gas, and commodity derivative transactions; trades in non-ferrous metal products, liquefied petroleum gas, storage batteries, carbon products, plastics, organic and inorganic chemicals, silicon wafers, LEDs, pharmaceuticals, agricultural chemicals, household insecticides, fertilizers, and veterinary drugs; engages in the investing activities; and provides electronics manufacturing services. The company was incorporated in 1919 and is headquartered in Tokyo, Japan.

Full SSUMY 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.