HomeCompareESRX vs JEPI

ESRX vs JEPI: Dividend Comparison 2026

ESRX yields 2.17% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.4K in total portfolio value
10 years
ESRX
ESRX
● Live price
2.17%
Share price
$92.33
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$249.17
Full ESRX 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 — ESRX 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 PeriodESRXJEPI
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, ESRX + JEPI cover 0 of 12 monthsgood coverage

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

ESRX
Annual income on $10K today (after 15% tax)
$184.12/yr
After 10yr DRIP, annual income (after tax)
$211.79/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, JEPI beats the other by $1,125.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ESRX: 50%JEPI: 50%
100% JEPI50/50100% ESRX
Portfolio after 10yr
$26.1K
Annual income
$911.41/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ESRX buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricESRXJEPI
Forward yield2.17%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.9K$29.3K
Annual income after 10y$249.17$1,573.67
Total dividends collected$2.3K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearESRX PortfolioESRX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,917$216.61$11,276$855.74$359.00JEPI
2$11,902$221.00$12,675$926.02$773.00JEPI
3$12,960$225.18$14,207$999.01$1.2KJEPI
4$14,096$229.16$15,878$1,074.57$1.8KJEPI
5$15,316$232.95$17,697$1,152.57$2.4KJEPI
6$16,625$236.55$19,674$1,232.87$3.0KJEPI
7$18,029$239.96$21,815$1,315.29$3.8KJEPI
8$19,534$243.20$24,131$1,399.68$4.6KJEPI
9$21,147$246.26$26,630$1,485.86$5.5KJEPI
10$22,877$249.17$29,323$1,573.67$6.4KJEPI

ESRX vs JEPI: Complete Analysis 2026

ESRXStock

Express Scripts is a pharmacy benefit management (PBM) organization founded in 1986. It offers integrated services like pharmacy claims processing, home delivery, formulary management, specialty pharmacy via Accredo, and data-driven drug utilization insights. The company is a subsidiary of Cigna following a $54 billion acquisition completed in December 2018.

Full ESRX 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.