HomeCompareCOLO vs JEPI

COLO vs JEPI: Dividend Comparison 2026

COLO yields 9.06% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 COLO wins by $7.1K in total portfolio value
10 years
COLO
COLO
● Live price
9.06%
Share price
$38.90
Annual div
$3.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.4K
Annual income
$1,603.88
Full COLO calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — COLO vs JEPI

📍 COLO 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 PeriodCOLOJEPI
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, COLO + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

COLO
Annual income on $10K today (after 15% tax)
$770.07/yr
After 10yr DRIP, annual income (after tax)
$1,363.30/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, COLO beats the other by $25.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

COLO: 50%JEPI: 50%
100% JEPI50/50100% COLO
Portfolio after 10yr
$32.9K
Annual income
$1,588.77/yr
Blended yield
4.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

COLO buys
0
JEPI buys
0
No recent congressional trades found for COLO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOLOJEPI
Forward yield9.06%8.56%
Annual dividend / share$3.52$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.4K$29.3K
Annual income after 10y$1,603.88$1,573.67
Total dividends collected$12.6K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCOLO PortfolioCOLO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,606$905.96$11,276$855.74+$330.00COLO
2$13,401$982.67$12,675$926.02+$726.00COLO
3$15,400$1,060.42$14,207$999.01+$1.2KCOLO
4$17,616$1,138.85$15,878$1,074.57+$1.7KCOLO
5$20,067$1,217.56$17,697$1,152.57+$2.4KCOLO
6$22,768$1,296.20$19,674$1,232.87+$3.1KCOLO
7$25,736$1,374.45$21,815$1,315.29+$3.9KCOLO
8$28,990$1,452.00$24,131$1,399.68+$4.9KCOLO
9$32,548$1,528.56$26,630$1,485.86+$5.9KCOLO
10$36,430$1,603.88$29,323$1,573.67+$7.1KCOLO

COLO vs JEPI: Complete Analysis 2026

COLOStock

The Global X MSCI Colombia ETF (COLO) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Colombia Select 25/50 Index.

Full COLO 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.