HomeCompareVTMXF vs JEPI

VTMXF vs JEPI: Dividend Comparison 2026

VTMXF yields 800.00% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VTMXF wins by $2773896.44M in total portfolio value
10 years
VTMXF
VTMXF
● Live price
800.00%
Share price
$0.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2773896.46M
Annual income
$2,226,430,694,490.38
Full VTMXF 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 — VTMXF vs JEPI

📍 VTMXF 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 PeriodVTMXFJEPI
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, VTMXF + JEPI cover 0 of 12 monthsgood coverage

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

VTMXF
Annual income on $10K today (after 15% tax)
$68,000.00/yr
After 10yr DRIP, annual income (after tax)
$1,892,466,090,316.82/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, VTMXF beats the other by $1,892,466,089,017.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VTMXF: 50%JEPI: 50%
100% JEPI50/50100% VTMXF
Portfolio after 10yr
$1386948.25M
Annual income
$1,113,215,348,009.50/yr
Blended yield
80.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VTMXF buys
0
JEPI buys
0
No recent congressional trades found for VTMXF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVTMXFJEPI
Forward yield800.00%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$2773896.46M$29.0K
Annual income after 10y$2,226,430,694,490.38$1,528.62
Total dividends collected$2730603.49M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearVTMXF PortfolioVTMXF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$90,700$80,000.00$11,260$840.19+$79.4KVTMXF
2$775,180$678,130.84$12,641$907.94+$762.5KVTMXF
3$6,246,019$5,416,576.76$14,150$978.20+$6.23MVTMXF
4$47,472,138$40,788,897.61$15,795$1,050.85+$47.46MVTMXF
5$340,525,323$289,730,135.14$17,584$1,125.74+$340.51MVTMXF
6$2,306,680,888$1,942,318,792.24$19,526$1,202.74+$2306.66MVTMXF
7$14,764,459,529$12,296,310,979.28$21,628$1,281.69+$14764.44MVTMXF
8$89,354,478,583$73,556,506,887.09$23,898$1,362.43+$89354.45MVTMXF
9$511,650,252,638$416,040,960,553.41$26,347$1,444.79+$511650.23MVTMXF
10$2,773,896,464,813$2,226,430,694,490.38$28,982$1,528.62+$2773896.44MVTMXF

VTMXF vs JEPI: Complete Analysis 2026

VTMXFStock

Vital Metals Limited develops and explores for rare earths projects in Burkina Faso, Tanzania, Germany, and Canada. It holds a 100% interest in the Nechalacho Rare Earths Project located in Yellowknife, Northwest Territories. The company also owns interests in the Wigu Hill project located in Tanzania; Nahouri Gold Project located in Burkina Faso; and Aue Cobalt Project located in Germany. Vital Metals Limited was incorporated in 2004 and is headquartered in Sydney, Australia.

Full VTMXF 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.