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DUG vs JEPI: Dividend Comparison 2026

DUG yields 5.54% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $168.00 in total portfolio value
10 years
DUG
DUG
● Live price
5.54%
Share price
$16.11
Annual div
$0.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$789.69
Full DUG 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 — DUG vs JEPI

📍 JEPI 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 PeriodDUGJEPI
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, DUG + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DUG
Annual income on $10K today (after 15% tax)
$471.17/yr
After 10yr DRIP, annual income (after tax)
$671.24/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 $628.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DUG: 50%JEPI: 50%
100% JEPI50/50100% DUG
Portfolio after 10yr
$28.9K
Annual income
$1,159.15/yr
Blended yield
4.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DUG buys
0
JEPI buys
0
No recent congressional trades found for DUG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDUGJEPI
Forward yield5.54%8.40%
Annual dividend / share$0.89$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$29.0K
Annual income after 10y$789.69$1,528.62
Total dividends collected$6.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDUG PortfolioDUG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,254$554.32$11,260$840.19$6.00JEPI
2$12,625$583.04$12,641$907.94$16.00JEPI
3$14,120$611.27$14,150$978.20$30.00JEPI
4$15,748$638.93$15,795$1,050.85$47.00JEPI
5$17,516$665.94$17,584$1,125.74$68.00JEPI
6$19,434$692.26$19,526$1,202.74$92.00JEPI
7$21,512$717.83$21,628$1,281.69$116.00JEPI
8$23,761$742.61$23,898$1,362.43$137.00JEPI
9$26,191$766.57$26,347$1,444.79$156.00JEPI
10$28,814$789.69$28,982$1,528.62$168.00JEPI

DUG vs JEPI: Complete Analysis 2026

DUGStock

ProShares UltraShort Energy seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the S&P Energy Select SectorSM Index.

Full DUG 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.