HomeCompareXMPT vs JEPI

XMPT vs JEPI: Dividend Comparison 2026

XMPT yields 5.92% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XMPT wins by $582.00 in total portfolio value
10 years
XMPT
XMPT
● Live price
5.92%
Share price
$21.49
Annual div
$1.27
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.6K
Annual income
$864.38
Full XMPT 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 — XMPT vs JEPI

📍 XMPT 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 PeriodXMPTJEPI
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, XMPT + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
XMPT pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

XMPT
Annual income on $10K today (after 15% tax)
$503.59/yr
After 10yr DRIP, annual income (after tax)
$734.72/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 $564.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XMPT: 50%JEPI: 50%
100% JEPI50/50100% XMPT
Portfolio after 10yr
$29.3K
Annual income
$1,196.50/yr
Blended yield
4.09%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XMPT buys
0
JEPI buys
0
No recent congressional trades found for XMPT or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXMPTJEPI
Forward yield5.92%8.40%
Annual dividend / share$1.27$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.6K$29.0K
Annual income after 10y$864.38$1,528.62
Total dividends collected$7.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXMPT PortfolioXMPT Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,292$592.46$11,260$840.19+$32.00XMPT
2$12,708$625.27$12,641$907.94+$67.00XMPT
3$14,255$657.62$14,150$978.20+$105.00XMPT
4$15,943$689.43$15,795$1,050.85+$148.00XMPT
5$17,779$720.59$17,584$1,125.74+$195.00XMPT
6$19,775$751.03$19,526$1,202.74+$249.00XMPT
7$21,940$780.68$21,628$1,281.69+$312.00XMPT
8$24,285$809.48$23,898$1,362.43+$387.00XMPT
9$26,822$837.39$26,347$1,444.79+$475.00XMPT
10$29,564$864.38$28,982$1,528.62+$582.00XMPT

XMPT vs JEPI: Complete Analysis 2026

XMPTStock

The VanEck CEF Muni Income ETF (XMPT) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of S-Network Municipal Bond Closed-End Fund Index (CEFMXTR), which is intended to track the overall performance of the U.S.-listed closed-end funds that invest in U.S. dollar denominated tax-exempt market.

Full XMPT 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.