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TMST vs JEPI: Dividend Comparison 2026

TMST yields 9.80% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TMST wins by $8.9K in total portfolio value
10 years
TMST
TMST
● Live price
9.80%
Share price
$20.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.3K
Annual income
$1,816.11
Full TMST calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — TMST vs JEPI

📍 TMST 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 PeriodTMSTJEPI
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, TMST + JEPI cover 0 of 12 monthsgood coverage

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

TMST
Annual income on $10K today (after 15% tax)
$833.33/yr
After 10yr DRIP, annual income (after tax)
$1,543.69/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, TMST beats the other by $206.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TMST: 50%JEPI: 50%
100% JEPI50/50100% TMST
Portfolio after 10yr
$33.8K
Annual income
$1,694.89/yr
Blended yield
5.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMST buys
0
JEPI buys
0
No recent congressional trades found for TMST or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTMSTJEPI
Forward yield9.80%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.3K$29.3K
Annual income after 10y$1,816.11$1,573.67
Total dividends collected$14.0K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTMST PortfolioTMST Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,680$980.39$11,276$855.74+$404.00TMST
2$13,568$1,070.22$12,675$926.02+$893.00TMST
3$15,680$1,161.87$14,207$999.01+$1.5KTMST
4$18,032$1,254.85$15,878$1,074.57+$2.2KTMST
5$20,643$1,348.70$17,697$1,152.57+$2.9KTMST
6$23,531$1,442.98$19,674$1,232.87+$3.9KTMST
7$26,716$1,537.24$21,815$1,315.29+$4.9KTMST
8$30,217$1,631.10$24,131$1,399.68+$6.1KTMST
9$34,056$1,724.17$26,630$1,485.86+$7.4KTMST
10$38,256$1,816.11$29,323$1,573.67+$8.9KTMST

TMST vs JEPI: Complete Analysis 2026

TMSTStock

TimkenSteel Corporation manufactures and sells alloy steel, and carbon and micro-alloy steel products in the United States and internationally. It offers carbon, micro-alloy, and alloy steel ingots, bars, tubes, and billets, as well as supplies machining and thermal treatment services. The company's products are used in gears; hubs; axles; crankshafts and connecting rods; oil country drill pipes; bits and collars; bearing races and rolling elements; bushings; fuel injectors; wind energy shafts; anti-friction bearings; and other applications. It also provides custom-make precision steel components. The company offers its products and services to the automotive; oil and gas; industrial equipment; mining; construction; rail; defense; heavy truck; agriculture; power generation; and oil country tubular goods sectors. TimkenSteel Corporation was founded in 1899 and is headquartered in Canton, Ohio.

Full TMST 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.