HomeCompareWMAR vs JEPI

WMAR vs JEPI: Dividend Comparison 2026

WMAR yields 15.43% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMAR wins by $25.9K in total portfolio value
10 years
WMAR
WMAR
● Live price
15.43%
Share price
$12.97
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.9K
Annual income
$3,994.40
Full WMAR 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 — WMAR vs JEPI

📍 WMAR 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 PeriodWMARJEPI
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, WMAR + JEPI cover 0 of 12 monthsgood coverage

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

WMAR
Annual income on $10K today (after 15% tax)
$1,311.22/yr
After 10yr DRIP, annual income (after tax)
$3,395.24/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, WMAR beats the other by $2,095.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WMAR: 50%JEPI: 50%
100% JEPI50/50100% WMAR
Portfolio after 10yr
$42.0K
Annual income
$2,761.51/yr
Blended yield
6.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMAR buys
0
JEPI buys
0
No recent congressional trades found for WMAR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMARJEPI
Forward yield15.43%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$54.9K$29.0K
Annual income after 10y$3,994.40$1,528.62
Total dividends collected$27.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWMAR PortfolioWMAR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,243$1,542.61$11,260$840.19+$983.00WMAR
2$14,865$1,765.01$12,641$907.94+$2.2KWMAR
3$17,908$2,002.83$14,150$978.20+$3.8KWMAR
4$21,417$2,255.03$15,795$1,050.85+$5.6KWMAR
5$25,436$2,520.41$17,584$1,125.74+$7.9KWMAR
6$30,014$2,797.62$19,526$1,202.74+$10.5KWMAR
7$35,200$3,085.20$21,628$1,281.69+$13.6KWMAR
8$41,046$3,381.58$23,898$1,362.43+$17.1KWMAR
9$47,604$3,685.18$26,347$1,444.79+$21.3KWMAR
10$54,931$3,994.40$28,982$1,528.62+$25.9KWMAR

WMAR vs JEPI: Complete Analysis 2026

WMARStock

WMAR is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in WMAR shares.

Full WMAR 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.