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COBZ vs JEPI: Dividend Comparison 2026

COBZ yields 9.03% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 COBZ wins by $223735.52M in total portfolio value
10 years
COBZ
COBZ
● Live price
9.03%
Share price
$22.14
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$223735.55M
Annual income
$219,076,670,176.80
Full COBZ 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 — COBZ vs JEPI

📍 COBZ 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 PeriodCOBZJEPI
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, COBZ + JEPI cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

COBZ
Annual income on $10K today (after 15% tax)
$767.84/yr
After 10yr DRIP, annual income (after tax)
$186,215,169,650.28/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, COBZ beats the other by $186,215,168,350.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

COBZ: 50%JEPI: 50%
100% JEPI50/50100% COBZ
Portfolio after 10yr
$111867.79M
Annual income
$109,538,335,852.71/yr
Blended yield
97.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

COBZ buys
0
JEPI buys
0
No recent congressional trades found for COBZ or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOBZJEPI
Forward yield9.03% ✓8.40%
Annual dividend / share$2.00$4.76 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100% ✓0%
Portfolio after 10y$223735.55M ✓$29.0K
Annual income after 10y$219,076,670,176.80 ✓$1,528.62
Total dividends collected$223419.06M ✓$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCOBZ PortfolioCOBZ Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,507$1,806.68$11,260$840.19+$1.2K → COBZ
2$17,606$4,223.48$12,641$907.94+$5.0K → COBZ
3$29,951$11,112.88$14,150$978.20+$15.8K → COBZ
4$67,385$35,337.11$15,795$1,050.85+$51.6K → COBZ
5$220,705$148,603.09$17,584$1,125.74+$203.1K → COBZ
6$1,145,910$909,755.84$19,526$1,202.74+$1.13M → COBZ
7$10,055,095$8,828,971.59$21,628$1,281.69+$10.03M → COBZ
8$155,566,800$144,807,848.12$23,898$1,362.43+$155.54M → COBZ
9$4,354,093,743$4,187,637,267.21$26,347$1,444.79+$4354.07M → COBZ
10$223,735,550,482$219,076,670,176.80$28,982$1,528.62+$223735.52M → COBZ

COBZ vs JEPI: Complete Analysis 2026

COBZ — Stock

COBZ is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in COBZ shares.

Full COBZ Calculator →

JEPI — ETF

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.