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FNSTX vs JEPI: Dividend Comparison 2026

FNSTX yields 4.03% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $3.0K in total portfolio value
10 years
FNSTX
FNSTX
● Live price
4.03%
Share price
$17.34
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.0K
Annual income
$521.23
Full FNSTX 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 — FNSTX 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 PeriodFNSTXJEPI
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, FNSTX + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FNSTX
Annual income on $10K today (after 15% tax)
$342.16/yr
After 10yr DRIP, annual income (after tax)
$443.05/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 $856.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FNSTX: 50%JEPI: 50%
100% JEPI50/50100% FNSTX
Portfolio after 10yr
$27.5K
Annual income
$1,024.93/yr
Blended yield
3.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FNSTX buys
0
JEPI buys
0
No recent congressional trades found for FNSTX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFNSTXJEPI
Forward yield4.03%8.40%
Annual dividend / share$0.70$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.0K$29.0K
Annual income after 10y$521.23$1,528.62
Total dividends collected$4.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFNSTX PortfolioFNSTX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,103$402.54$11,260$840.19$157.00JEPI
2$12,297$417.68$12,641$907.94$344.00JEPI
3$13,591$432.37$14,150$978.20$559.00JEPI
4$14,988$446.57$15,795$1,050.85$807.00JEPI
5$16,498$460.29$17,584$1,125.74$1.1KJEPI
6$18,126$473.50$19,526$1,202.74$1.4KJEPI
7$19,881$486.20$21,628$1,281.69$1.7KJEPI
8$21,771$498.39$23,898$1,362.43$2.1KJEPI
9$23,806$510.06$26,347$1,444.79$2.5KJEPI
10$25,993$521.23$28,982$1,528.62$3.0KJEPI

FNSTX vs JEPI: Complete Analysis 2026

FNSTXStock

The fund normally invests at least 80% of assets in securities of companies that own, operate, or are involved in the distribution, development, and service of infrastructure-related assets. It normally invests primarily in equity securities. It is non-diversified.

Full FNSTX 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.