HomeCompareEXXRF vs JEPI

EXXRF vs JEPI: Dividend Comparison 2026

EXXRF yields 0.72% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.0K in total portfolio value
10 years
EXXRF
EXXRF
● Live price
0.72%
Share price
$77.00
Annual div
$0.55
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$124.51
Full EXXRF 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 — EXXRF 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 PeriodEXXRFJEPI
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, EXXRF + JEPI cover 0 of 12 monthsgood coverage

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

EXXRF
Annual income on $10K today (after 15% tax)
$61.26/yr
After 10yr DRIP, annual income (after tax)
$105.83/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 $1,193.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EXXRF: 50%JEPI: 50%
100% JEPI50/50100% EXXRF
Portfolio after 10yr
$25.0K
Annual income
$826.56/yr
Blended yield
3.31%
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Analyst Conviction Gap

Where Wall Street is most bullish on EXXRF right now

EXXRF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
4.5
Piotroski
7/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EXXRF buys
0
JEPI buys
0
No recent congressional trades found for EXXRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEXXRFJEPI
Forward yield0.72%8.40%
Annual dividend / share$0.55$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR5%0%
Portfolio after 10y$21.0K$29.0K
Annual income after 10y$124.51$1,528.62
Total dividends collected$984.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEXXRF PortfolioEXXRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,776$75.67$11,260$840.19$484.00JEPI
2$11,610$80.01$12,641$907.94$1.0KJEPI
3$12,507$84.60$14,150$978.20$1.6KJEPI
4$13,472$89.43$15,795$1,050.85$2.3KJEPI
5$14,510$94.53$17,584$1,125.74$3.1KJEPI
6$15,625$99.91$19,526$1,202.74$3.9KJEPI
7$16,825$105.58$21,628$1,281.69$4.8KJEPI
8$18,114$111.56$23,898$1,362.43$5.8KJEPI
9$19,500$117.86$26,347$1,444.79$6.8KJEPI
10$20,989$124.51$28,982$1,528.62$8.0KJEPI

EXXRF vs JEPI: Complete Analysis 2026

EXXRFStock

Exor N.V., together with its subsidiaries, engages in the luxury goods, automotive, agricultural equipment, construction equipment, commercial vehicles, and professional football businesses. The company designs, engineers, produces, and sells luxury performance sports cars under the Ferrari brand. It also offers automotive vehicles and mobility solutions under the Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Mopar, Opel, Peugeot, Ram, and Vauxhall brands; and retail and dealer financing, and rental services for the automotive sector, as well as sells service parts. In addition, the company designs, produces, markets, sells, and finances agricultural and construction equipment, trucks, commercial vehicles, buses, engines, and car spare parts. Further, it manages professional football teams; publishes The Economist, La Repubblica and La Stampa, Il Secolo XIX, and other newspapers and magazines; offers digital and advertising, and conference and electronic services; and operates three national radio stations, including Radio Deejay. Additionally, the company provides furniture, homeware, apparel, leather goods, jewelry, and accessories; and offers footwear. It operates in the Netherlands, the United States, Brazil, Canada, Poland, Serbia, Turkey, Mexico, Argentina, the Czech Republic, India, China, Australia, and South Africa. The company was founded in 1899 and is headquartered in Amsterdam, the Netherlands. Exor N.V. is a subsidiary of Giovanni Agnelli B.V.

Full EXXRF 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.