HomeCompareCREDX vs JEPI

CREDX vs JEPI: Dividend Comparison 2026

CREDX yields 8.45% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CREDX wins by $6.0K in total portfolio value
10 years
CREDX
CREDX
● Live price
8.45%
Share price
$8.00
Annual div
$0.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,440.66
Full CREDX 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 — CREDX vs JEPI

📍 CREDX 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 PeriodCREDXJEPI
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, CREDX + JEPI cover 0 of 12 monthsgood coverage

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

CREDX
Annual income on $10K today (after 15% tax)
$718.07/yr
After 10yr DRIP, annual income (after tax)
$1,224.56/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, JEPI beats the other by $74.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CREDX: 50%JEPI: 50%
100% JEPI50/50100% CREDX
Portfolio after 10yr
$32.0K
Annual income
$1,484.64/yr
Blended yield
4.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CREDX buys
0
JEPI buys
0
No recent congressional trades found for CREDX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCREDXJEPI
Forward yield8.45%8.40%
Annual dividend / share$0.68$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.0K$29.0K
Annual income after 10y$1,440.66$1,528.62
Total dividends collected$11.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCREDX PortfolioCREDX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,545$844.79$11,260$840.19+$285.00CREDX
2$13,264$911.49$12,641$907.94+$623.00CREDX
3$15,172$978.74$14,150$978.20+$1.0KCREDX
4$17,280$1,046.23$15,795$1,050.85+$1.5KCREDX
5$19,603$1,113.66$17,584$1,125.74+$2.0KCREDX
6$22,156$1,180.74$19,526$1,202.74+$2.6KCREDX
7$24,954$1,247.21$21,628$1,281.69+$3.3KCREDX
8$28,014$1,312.82$23,898$1,362.43+$4.1KCREDX
9$31,352$1,377.37$26,347$1,444.79+$5.0KCREDX
10$34,988$1,440.66$28,982$1,528.62+$6.0KCREDX

CREDX vs JEPI: Complete Analysis 2026

CREDXStock

BlackRock Credit Strategies Fund, a traded business development company invests in companies located in the United States. The fund focuses across a broad range of sectors and industries. It provides financing for private, structured, opportunistic and tactical credit.

Full CREDX 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.