HomeCompareSWMAF vs JEPI

SWMAF vs JEPI: Dividend Comparison 2026

SWMAF yields 100.50% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWMAF wins by $3.95M in total portfolio value
10 years
SWMAF
SWMAF
● Live price
100.50%
Share price
$10.05
Annual div
$10.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.98M
Annual income
$1,344,310.50
Full SWMAF 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 — SWMAF vs JEPI

📍 SWMAF 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 PeriodSWMAFJEPI
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, SWMAF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SWMAF
Annual income on $10K today (after 15% tax)
$8,542.29/yr
After 10yr DRIP, annual income (after tax)
$1,142,663.93/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, SWMAF beats the other by $1,141,364.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWMAF: 50%JEPI: 50%
100% JEPI50/50100% SWMAF
Portfolio after 10yr
$2.00M
Annual income
$672,919.56/yr
Blended yield
33.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWMAF buys
0
JEPI buys
0
No recent congressional trades found for SWMAF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWMAFJEPI
Forward yield100.50%8.40%
Annual dividend / share$10.10$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$3.98M$29.0K
Annual income after 10y$1,344,310.50$1,528.62
Total dividends collected$3.55M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSWMAF PortfolioSWMAF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$20,750$10,049.75$11,260$840.19+$9.5KSWMAF
2$41,691$19,488.77$12,641$907.94+$29.1KSWMAF
3$81,205$36,595.70$14,150$978.20+$67.1KSWMAF
4$153,507$66,617.32$15,795$1,050.85+$137.7KSWMAF
5$281,944$117,692.20$17,584$1,125.74+$264.4KSWMAF
6$503,703$202,022.59$19,526$1,202.74+$484.2KSWMAF
7$876,271$337,308.51$21,628$1,281.69+$854.6KSWMAF
8$1,486,022$548,412.37$23,898$1,362.43+$1.46MSWMAF
9$2,459,225$869,181.33$26,347$1,444.79+$2.43MSWMAF
10$3,975,681$1,344,310.50$28,982$1,528.62+$3.95MSWMAF

SWMAF vs JEPI: Complete Analysis 2026

SWMAFStock

Swedish Match AB (publ) develops, manufactures, markets, and sells snus and moist snuff, lights, and other tobacco products in Scandinavia, the United States, and internationally. The company operates through Smokefree, Cigars, and Lights segments. It provides snus and pouch products, nicotine pouches, nicotine free products, and moist snuff under the General, Göteborgs Rapé, Kaliber, Kronan, Ettan, Grov, Catch, G.3, The Lab, Nick & Johnny, Thunder, VOLT, Swave, ZYN, G.4, Onico, Qvitt, Longhorn, and Timber Wolf brand names. The company offers chewing tobacco products under the Red Man and Big Duke brand names; chew bags under the Thunder and Göteborgs Rapé brands; and tobacco bits under the Oliver Twist brand name. In addition, it provides cigars under the Garcia y Vega, Game by Garcia y Vega, 1882, White Owl, and Jackpot brands; matches under the Solstickan, Nitedals, Fiat Lux, and Redheads brand names; lighters under the Cricket brand; and complementary products, such as razors, batteries, and light bulbs under the Fiat Lux brand name. Further, the company distributes third party tobacco products. It markets its products through convenience stores, tobacconists, gasoline stations, supermarkets, bars, restaurants, airports, and ferries, as well as e-commerce and own stores. The company was founded in 1915 and is headquartered in Stockholm, Sweden.

Full SWMAF 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 SWMAF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SWMAF vs SCHDSWMAF vs OSWMAF vs KOSWMAF vs MAINSWMAF vs JEPQSWMAF vs XYLDSWMAF vs DIVOSWMAF 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.