HomeCompareFALN vs JEPI

FALN vs JEPI: Dividend Comparison 2026

FALN yields 6.51% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FALN wins by $1.8K in total portfolio value
10 years
FALN
FALN
● Live price
6.51%
Share price
$26.72
Annual div
$1.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$984.54
Full FALN 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 — FALN vs JEPI

📍 FALN 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 PeriodFALNJEPI
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, FALN + JEPI cover 0 of 12 monthsgood coverage

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

FALN
Annual income on $10K today (after 15% tax)
$553.15/yr
After 10yr DRIP, annual income (after tax)
$836.86/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 $462.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FALN: 50%JEPI: 50%
100% JEPI50/50100% FALN
Portfolio after 10yr
$29.9K
Annual income
$1,256.58/yr
Blended yield
4.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FALN buys
0
JEPI buys
0
No recent congressional trades found for FALN or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFALNJEPI
Forward yield6.51%8.40%
Annual dividend / share$1.74$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.7K$29.0K
Annual income after 10y$984.54$1,528.62
Total dividends collected$8.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFALN PortfolioFALN Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,351$650.76$11,260$840.19+$91.00FALN
2$12,836$690.34$12,641$907.94+$195.00FALN
3$14,464$729.58$14,150$978.20+$314.00FALN
4$16,245$768.34$15,795$1,050.85+$450.00FALN
5$18,188$806.48$17,584$1,125.74+$604.00FALN
6$20,305$843.90$19,526$1,202.74+$779.00FALN
7$22,607$880.50$21,628$1,281.69+$979.00FALN
8$25,106$916.18$23,898$1,362.43+$1.2KFALN
9$27,814$950.88$26,347$1,444.79+$1.5KFALN
10$30,746$984.54$28,982$1,528.62+$1.8KFALN

FALN vs JEPI: Complete Analysis 2026

FALNStock

The iShares Fallen Angels USD Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds that were previously rated investment grade.

Full FALN 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.