HomeCompareXRMI vs JEPI

XRMI vs JEPI: Dividend Comparison 2026

XRMI yields 12.83% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XRMI wins by $17.6K in total portfolio value
10 years
XRMI
XRMI
● Live price
12.83%
Share price
$16.91
Annual div
$2.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.5K
Annual income
$2,848.92
Full XRMI 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 — XRMI vs JEPI

📍 XRMI 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 PeriodXRMIJEPI
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, XRMI + JEPI cover 0 of 12 monthsgood coverage

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

XRMI
Annual income on $10K today (after 15% tax)
$1,090.17/yr
After 10yr DRIP, annual income (after tax)
$2,421.58/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, XRMI beats the other by $1,122.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XRMI: 50%JEPI: 50%
100% JEPI50/50100% XRMI
Portfolio after 10yr
$37.8K
Annual income
$2,188.77/yr
Blended yield
5.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XRMI buys
0
JEPI buys
0
No recent congressional trades found for XRMI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXRMIJEPI
Forward yield12.83%8.40%
Annual dividend / share$2.17$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.5K$29.0K
Annual income after 10y$2,848.92$1,528.62
Total dividends collected$20.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXRMI PortfolioXRMI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,983$1,282.55$11,260$840.19+$723.00XRMI
2$14,258$1,436.29$12,641$907.94+$1.6KXRMI
3$16,853$1,597.19$14,150$978.20+$2.7KXRMI
4$19,797$1,764.40$15,795$1,050.85+$4.0KXRMI
5$23,120$1,937.04$17,584$1,125.74+$5.5KXRMI
6$26,852$2,114.17$19,526$1,202.74+$7.3KXRMI
7$31,027$2,294.85$21,628$1,281.69+$9.4KXRMI
8$35,677$2,478.15$23,898$1,362.43+$11.8KXRMI
9$40,837$2,663.13$26,347$1,444.79+$14.5KXRMI
10$46,545$2,848.92$28,982$1,528.62+$17.6KXRMI

XRMI vs JEPI: Complete Analysis 2026

XRMIStock

The Global X S&P 500 Risk Managed Income ETF (XRMI) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 Risk Managed Income Index.

Full XRMI 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.