HomeCompareHYG vs JEPI

HYG vs JEPI: Dividend Comparison 2026

HYG yields 5.86% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HYG wins by $462.00 in total portfolio value
10 years
HYG
HYG
● Live price
5.86%
Share price
$79.56
Annual div
$4.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$852.32
Full HYG 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 — HYG vs JEPI

📍 HYG 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 PeriodHYGJEPI
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, HYG + JEPI cover 0 of 12 monthsgood coverage

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

HYG
Annual income on $10K today (after 15% tax)
$498.45/yr
After 10yr DRIP, annual income (after tax)
$724.47/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 $574.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HYG: 50%JEPI: 50%
100% JEPI50/50100% HYG
Portfolio after 10yr
$29.2K
Annual income
$1,190.47/yr
Blended yield
4.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HYG buys
0
JEPI buys
0
No recent congressional trades found for HYG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHYGJEPI
Forward yield5.86%8.40%
Annual dividend / share$4.67$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$29.0K
Annual income after 10y$852.32$1,528.62
Total dividends collected$7.2K$11.7K
Payment frequencyquarterlymonthly
SectorETFETF

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

YearHYG PortfolioHYG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,286$586.41$11,260$840.19+$26.00HYG
2$12,695$618.54$12,641$907.94+$54.00HYG
3$14,234$650.23$14,150$978.20+$84.00HYG
4$15,912$681.35$15,795$1,050.85+$117.00HYG
5$17,737$711.83$17,584$1,125.74+$153.00HYG
6$19,720$741.59$19,526$1,202.74+$194.00HYG
7$21,871$770.57$21,628$1,281.69+$243.00HYG
8$24,201$798.71$23,898$1,362.43+$303.00HYG
9$26,721$825.97$26,347$1,444.79+$374.00HYG
10$29,444$852.32$28,982$1,528.62+$462.00HYG

HYG vs JEPI: Complete Analysis 2026

HYGETF

The iShares iBoxx $ High Yield Corporate Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds.

Full HYG 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.