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UETMF vs JEPI: Dividend Comparison 2026

UETMF yields 5.80% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UETMF wins by $329.00 in total portfolio value
10 years
UETMF
UETMF
● Live price
5.80%
Share price
$6.56
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$839.07
Full UETMF 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 — UETMF vs JEPI

📍 UETMF 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 PeriodUETMFJEPI
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, UETMF + JEPI cover 0 of 12 monthsgood coverage

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

UETMF
Annual income on $10K today (after 15% tax)
$492.75/yr
After 10yr DRIP, annual income (after tax)
$713.21/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 $586.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UETMF: 50%JEPI: 50%
100% JEPI50/50100% UETMF
Portfolio after 10yr
$29.1K
Annual income
$1,183.84/yr
Blended yield
4.06%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UETMF buys
0
JEPI buys
0
No recent congressional trades found for UETMF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUETMFJEPI
Forward yield5.80%8.40%
Annual dividend / share$0.38$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.3K$29.0K
Annual income after 10y$839.07$1,528.62
Total dividends collected$7.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUETMF PortfolioUETMF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,280$579.71$11,260$840.19+$20.00UETMF
2$12,680$611.12$12,641$907.94+$39.00UETMF
3$14,210$642.06$14,150$978.20+$60.00UETMF
4$15,877$672.44$15,795$1,050.85+$82.00UETMF
5$17,691$702.18$17,584$1,125.74+$107.00UETMF
6$19,660$731.21$19,526$1,202.74+$134.00UETMF
7$21,796$759.45$21,628$1,281.69+$168.00UETMF
8$24,109$786.87$23,898$1,362.43+$211.00UETMF
9$26,610$813.42$26,347$1,444.79+$263.00UETMF
10$29,311$839.07$28,982$1,528.62+$329.00UETMF

UETMF vs JEPI: Complete Analysis 2026

UETMFStock

Universal Entertainment Corporation, together with its subsidiaries, manufactures, develops, and sells Pachislot and Pachinko machines in Japan. The company operates in two segments, Amusement Equipment Business and Integrated Resort Business. The company also develops Falcon X, a peripheral system for parlors; and Hot Stadium, a digital signage system, as well as operates OKADA MANILA, a casino resort in the Philippines. In addition, it operates Universal Kingdom, a members-only mobile Website; and develops and supplies Pachislot simulation applications for smartphones, as well as engages in real estate development business. The company was formerly known as Aruze Corp. and changed its name to Universal Entertainment Corporation in November 2009. Universal Entertainment Corporation was founded in 1969 and is headquartered in Tokyo, Japan.

Full UETMF 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.