HomeCompareYMAG vs JEPI

YMAG vs JEPI: Dividend Comparison 2026

YMAG yields 56.40% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YMAG wins by $516.2K in total portfolio value
10 years
YMAG
YMAG
● Live price
56.40%
Share price
$11.80
Annual div
$6.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$545.2K
Annual income
$121,479.28
Full YMAG 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 — YMAG vs JEPI

📍 YMAG pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodYMAGJEPI
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%.
📅

Dividend Calendar Overlap

Combined, YMAG + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

YMAG
Annual income on $10K today (after 15% tax)
$4,793.87/yr
After 10yr DRIP, annual income (after tax)
$103,257.39/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, YMAG beats the other by $101,958.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YMAG: 50%JEPI: 50%
100% JEPI50/50100% YMAG
Portfolio after 10yr
$287.1K
Annual income
$61,503.95/yr
Blended yield
21.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YMAG buys
0
JEPI buys
0
No recent congressional trades found for YMAG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYMAGJEPI
Forward yield56.40%8.40%
Annual dividend / share$6.65$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$545.2K$29.0K
Annual income after 10y$121,479.28$1,528.62
Total dividends collected$446.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYMAG PortfolioYMAG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$16,340$5,639.85$11,260$840.19+$5.1KYMAG
2$26,096$8,612.55$12,641$907.94+$13.5KYMAG
3$40,778$12,855.14$14,150$978.20+$26.6KYMAG
4$62,406$18,773.38$15,795$1,050.85+$46.6KYMAG
5$93,625$26,850.84$17,584$1,125.74+$76.0KYMAG
6$137,827$37,647.92$19,526$1,202.74+$118.3KYMAG
7$199,271$51,796.27$21,628$1,281.69+$177.6KYMAG
8$283,208$69,988.23$23,898$1,362.43+$259.3KYMAG
9$395,994$92,961.46$26,347$1,444.79+$369.6KYMAG
10$545,193$121,479.28$28,982$1,528.62+$516.2KYMAG

YMAG vs JEPI: Complete Analysis 2026

YMAGStock

The YieldMax Magnificent 7 fund of Option Income ETFs (YMAG) is an actively managed exchange-trade fund that seeks to generate current income. As a “fund of funds,” YMAG primarily invests in YieldMax option income ETFs that provide exposure to the so-called “Magnificent 7” companies. Each underlying YieldMax ETF seeks to generate income while offering exposure to the share price of its respective company.

Full YMAG 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 →
📬

Get this YMAG vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

YMAG vs SCHDYMAG vs OYMAG vs KOYMAG vs MAINYMAG vs JEPQYMAG vs XYLDYMAG vs DIVOYMAG vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.