HomeCompareIAUG vs JEPI

IAUG vs JEPI: Dividend Comparison 2026

IAUG yields 6.98% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IAUG wins by $2.7K in total portfolio value
10 years
IAUG
IAUG
● Live price
6.98%
Share price
$28.66
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,087.04
Full IAUG 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 — IAUG vs JEPI

📍 IAUG 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 PeriodIAUGJEPI
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, IAUG + JEPI cover 0 of 12 monthsgood coverage

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

IAUG
Annual income on $10K today (after 15% tax)
$593.16/yr
After 10yr DRIP, annual income (after tax)
$923.98/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 $375.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IAUG: 50%JEPI: 50%
100% JEPI50/50100% IAUG
Portfolio after 10yr
$30.4K
Annual income
$1,307.83/yr
Blended yield
4.31%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IAUG buys
0
JEPI buys
0
No recent congressional trades found for IAUG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIAUGJEPI
Forward yield6.98%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.7K$29.0K
Annual income after 10y$1,087.04$1,528.62
Total dividends collected$9.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIAUG PortfolioIAUG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,398$697.84$11,260$840.19+$138.00IAUG
2$12,939$743.35$12,641$907.94+$298.00IAUG
3$14,633$788.66$14,150$978.20+$483.00IAUG
4$16,491$833.58$15,795$1,050.85+$696.00IAUG
5$18,524$877.96$17,584$1,125.74+$940.00IAUG
6$20,742$921.64$19,526$1,202.74+$1.2KIAUG
7$23,158$964.50$21,628$1,281.69+$1.5KIAUG
8$25,786$1,006.41$23,898$1,362.43+$1.9KIAUG
9$28,638$1,047.29$26,347$1,444.79+$2.3KIAUG
10$31,730$1,087.04$28,982$1,528.62+$2.7KIAUG

IAUG vs JEPI: Complete Analysis 2026

IAUGStock

The Innovator International Developed Power Buffer ETF seeks to track the return of the iShares MSCI EAFE ETF (EFA), up to a predetermined cap, while buffering investors against the first 15% of losses over the outcome period. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.

Full IAUG 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.