HomeCompareFUPBY vs JEPI

FUPBY vs JEPI: Dividend Comparison 2026

FUPBY yields 3.07% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FUPBY wins by $2.4K in total portfolio value· pulled ahead in Year 8
10 years
FUPBY
FUPBY
● Live price
3.07%
Share price
$10.58
Annual div
$0.32
5Y div CAGR
15.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.4K
Annual income
$1,937.89
Full FUPBY 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 — FUPBY vs JEPI

📍 FUPBY pulled ahead of the other in Year 8

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 PeriodFUPBYJEPI
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, FUPBY + JEPI cover 0 of 12 monthsgood coverage

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

FUPBY
Annual income on $10K today (after 15% tax)
$260.61/yr
After 10yr DRIP, annual income (after tax)
$1,647.21/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, FUPBY beats the other by $347.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FUPBY: 50%JEPI: 50%
100% JEPI50/50100% FUPBY
Portfolio after 10yr
$30.2K
Annual income
$1,733.25/yr
Blended yield
5.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FUPBY right now

FUPBY
Analyst Ratings
3
Buy
1
Sell
Consensus: Buy
Altman Z
6.0
Piotroski
8/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUPBY buys
0
JEPI buys
0
No recent congressional trades found for FUPBY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUPBYJEPI
Forward yield3.07%8.40%
Annual dividend / share$0.32$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR15.5%0%
Portfolio after 10y$31.4K$29.0K
Annual income after 10y$1,937.89$1,528.62
Total dividends collected$9.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFUPBY PortfolioFUPBY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,054$354.12$11,260$840.19$206.00JEPI
2$12,250$422.54$12,641$907.94$391.00JEPI
3$13,613$505.47$14,150$978.20$537.00JEPI
4$15,173$606.34$15,795$1,050.85$622.00JEPI
5$16,964$729.47$17,584$1,125.74$620.00JEPI
6$19,032$880.39$19,526$1,202.74$494.00JEPI
7$21,431$1,066.17$21,628$1,281.69$197.00JEPI
8← crossover$24,227$1,295.90$23,898$1,362.43+$329.00FUPBY
9$27,504$1,581.36$26,347$1,444.79+$1.2KFUPBY
10$31,367$1,937.89$28,982$1,528.62+$2.4KFUPBY

FUPBY vs JEPI: Complete Analysis 2026

FUPBYStock

Fuchs Petrolub SE develops, produces, and sells lubricants and related specialties worldwide. The company offers automotive lubricants, such as biodegradable lubricants, central and mobile hydraulic oils, dry coatings, engine and gear oils, motorcycle/two wheelers, and service fluids, as well as various oils for agriculture sector. It also provides industrial lubricants, including chain lubricants, compressor oils, dry coatings, gear oils, hydraulic oils, machine oils, open gear lubricants, rapidly biodegradable lubricants, refrigeration oils, release agents, slideways oils, industrial oils, textile machine oils, and turbine oils. In addition, the company offers lubricating greases comprising assembly pastes, biodegradable greases, food grade greases, long-life greases, pastes for extreme temperatures, perfluorinated pastes, and wheel bearing greases, as well as gear boxes, greases for central lubricating system, extreme temperature, machine tools, plain and roller bearings, rail vehicles, spray cans or rattle cans, and solid lubricants. Further, it provides metal processing lubricants, including cleaners, corrosion preventives, cutting and grinding, forming lubricants, and quenching oils; and special application lubricants for application equipment, chain, dry coatings, food and beverage, gears, sugar processing, railway traffic, plain and roller bearings, glass manufacturing process, hot forming, maintenance, open gears, pastes, release agents, other specialties, special greases, and wind power plants. Additionally, the company offers open gear and surface coating services. Fuchs Petrolub SE was founded in 1931 and is based in Mannheim, Germany.

Full FUPBY 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.