HomeCompareYMAX vs JEPI

YMAX vs JEPI: Dividend Comparison 2026

YMAX yields 86.03% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YMAX wins by $2.13M in total portfolio value
10 years
YMAX
YMAX
● Live price
86.03%
Share price
$7.83
Annual div
$6.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.16M
Annual income
$657,980.97
Full YMAX 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 — YMAX vs JEPI

📍 YMAX 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 PeriodYMAXJEPI
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, YMAX + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

YMAX
Annual income on $10K today (after 15% tax)
$7,312.17/yr
After 10yr DRIP, annual income (after tax)
$559,283.82/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, YMAX beats the other by $557,984.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YMAX: 50%JEPI: 50%
100% JEPI50/50100% YMAX
Portfolio after 10yr
$1.10M
Annual income
$329,754.79/yr
Blended yield
30.09%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YMAX buys
0
JEPI buys
0
No recent congressional trades found for YMAX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYMAXJEPI
Forward yield86.03%8.40%
Annual dividend / share$6.74$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$2.16M$29.0K
Annual income after 10y$657,980.97$1,528.62
Total dividends collected$1.90M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYMAX PortfolioYMAX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$19,303$8,602.55$11,260$840.19+$8.0KYMAX
2$36,173$15,518.81$12,641$907.94+$23.5KYMAX
3$65,884$27,179.34$14,150$978.20+$51.7KYMAX
4$116,761$46,265.34$15,795$1,050.85+$101.0KYMAX
5$201,563$76,628.58$17,584$1,125.74+$184.0KYMAX
6$339,301$123,628.74$19,526$1,202.74+$319.8KYMAX
7$557,548$194,495.77$21,628$1,281.69+$535.9KYMAX
8$895,268$298,691.79$23,898$1,362.43+$871.4KYMAX
9$1,406,177$448,239.75$26,347$1,444.79+$1.38MYMAX
10$2,162,590$657,980.97$28,982$1,528.62+$2.13MYMAX

YMAX vs JEPI: Complete Analysis 2026

YMAXStock

The YieldMax Universe fund of Option Income ETFs (YMAX) is an actively managed exchange-trade fund that seeks to generate current income. As a “fund-of-fund”, YMAX invests in the full suite of YieldMax option income ETFs. Each underlying YieldMax ETF seeks to generate income while offering exposure to the share price of a specific company or ETF.

Full YMAX 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.