HomeCompareXMAR vs JEPI

XMAR vs JEPI: Dividend Comparison 2026

XMAR yields 4.94% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $1.3K in total portfolio value
10 years
XMAR
XMAR
● Live price
4.94%
Share price
$40.49
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$677.54
Full XMAR 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 — XMAR vs JEPI

📍 JEPI 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 PeriodXMARJEPI
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, XMAR + JEPI cover 0 of 12 monthsgood coverage

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

XMAR
Annual income on $10K today (after 15% tax)
$419.86/yr
After 10yr DRIP, annual income (after tax)
$575.91/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 $723.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XMAR: 50%JEPI: 50%
100% JEPI50/50100% XMAR
Portfolio after 10yr
$28.3K
Annual income
$1,103.08/yr
Blended yield
3.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XMAR buys
0
JEPI buys
0
No recent congressional trades found for XMAR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXMARJEPI
Forward yield4.94%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$27.7K$29.0K
Annual income after 10y$677.54$1,528.62
Total dividends collected$5.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXMAR PortfolioXMAR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,194$493.95$11,260$840.19$66.00JEPI
2$12,494$516.75$12,641$907.94$147.00JEPI
3$13,908$539.05$14,150$978.20$242.00JEPI
4$15,442$560.78$15,795$1,050.85$353.00JEPI
5$17,105$581.91$17,584$1,125.74$479.00JEPI
6$18,905$602.41$19,526$1,202.74$621.00JEPI
7$20,850$622.23$21,628$1,281.69$778.00JEPI
8$22,951$641.37$23,898$1,362.43$947.00JEPI
9$25,218$659.81$26,347$1,444.79$1.1KJEPI
10$27,661$677.54$28,982$1,528.62$1.3KJEPI

XMAR vs JEPI: Complete Analysis 2026

XMARStock

The investment objective of the FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (the "Fund") is to seek to provide investors with returns (before fees and expenses) of approximately twice any positive price return of the SPDR S&P 500 ETF Trust (the "Underlying ETF"), up to a predetermined upside cap of 10.48% while providing a buffer (before fees and expenses) against the first 15% of Underlying ETF losses, over the period from March 24, 2025 through March 20, 2026.

Full XMAR 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.