HomeCompareFOXY vs JEPI

FOXY vs JEPI: Dividend Comparison 2026

FOXY yields 6.63% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOXY wins by $2.0K in total portfolio value
10 years
FOXY
FOXY
● Live price
6.63%
Share price
$29.24
Annual div
$1.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,011.73
Full FOXY 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 — FOXY vs JEPI

📍 FOXY 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 PeriodFOXYJEPI
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, FOXY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FOXY
Annual income on $10K today (after 15% tax)
$563.95/yr
After 10yr DRIP, annual income (after tax)
$859.97/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 $439.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FOXY: 50%JEPI: 50%
100% JEPI50/50100% FOXY
Portfolio after 10yr
$30.0K
Annual income
$1,270.17/yr
Blended yield
4.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOXY buys
0
JEPI buys
0
No recent congressional trades found for FOXY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOXYJEPI
Forward yield6.63%8.40%
Annual dividend / share$1.94$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.0K$29.0K
Annual income after 10y$1,011.73$1,528.62
Total dividends collected$8.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFOXY PortfolioFOXY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,363$663.47$11,260$840.19+$103.00FOXY
2$12,864$704.61$12,641$907.94+$223.00FOXY
3$14,509$745.45$14,150$978.20+$359.00FOXY
4$16,311$785.82$15,795$1,050.85+$516.00FOXY
5$18,278$825.60$17,584$1,125.74+$694.00FOXY
6$20,422$864.65$19,526$1,202.74+$896.00FOXY
7$22,755$902.88$21,628$1,281.69+$1.1KFOXY
8$25,288$940.18$23,898$1,362.43+$1.4KFOXY
9$28,034$976.49$26,347$1,444.79+$1.7KFOXY
10$31,009$1,011.73$28,982$1,528.62+$2.0KFOXY

FOXY vs JEPI: Complete Analysis 2026

FOXYStock

The Simplify Currency Strategy ETF (FOXY) seeks capital gains by taking long and short positions in foreign currencies. Returns are expected to be generated through the combination of a “carry” strategy applied to emerging market currencies combined with a mean-reversion strategy applied to G10 currencies. The goal is to generate an independent source of returns with low correlations to stocks and bonds, thus making the fund an effective portfolio diversifier.

Full FOXY 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.