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IBB vs JEPI: Dividend Comparison 2026

IBB yields 0.23% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.3K in total portfolio value
10 years
IBB
IBB
● Live price
0.23%
Share price
$166.51
Annual div
$0.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.0K
Annual income
$23.64
Full IBB calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — IBB 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 PeriodIBBJEPI
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, IBB + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IBB
Annual income on $10K today (after 15% tax)
$19.79/yr
After 10yr DRIP, annual income (after tax)
$20.09/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $1,317.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBB: 50%JEPI: 50%
100% JEPI50/50100% IBB
Portfolio after 10yr
$24.7K
Annual income
$798.65/yr
Blended yield
3.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBB buys
0
JEPI buys
0
No recent congressional trades found for IBB or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBBJEPI
Forward yield0.23%8.56%
Annual dividend / share$0.39$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.0K$29.3K
Annual income after 10y$23.64$1,573.67
Total dividends collected$235.00$12.0K
Payment frequencyquarterlymonthly
SectorETFETF

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

YearIBB PortfolioIBB Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,723$23.29$11,276$855.74$553.00JEPI
2$11,497$23.34$12,675$926.02$1.2KJEPI
3$12,325$23.39$14,207$999.01$1.9KJEPI
4$13,212$23.43$15,878$1,074.57$2.7KJEPI
5$14,160$23.47$17,697$1,152.57$3.5KJEPI
6$15,175$23.51$19,674$1,232.87$4.5KJEPI
7$16,260$23.55$21,815$1,315.29$5.6KJEPI
8$17,422$23.58$24,131$1,399.68$6.7KJEPI
9$18,665$23.61$26,630$1,485.86$8.0KJEPI
10$19,996$23.64$29,323$1,573.67$9.3KJEPI

IBB vs JEPI: Complete Analysis 2026

IBBETF

The iShares Biotechnology ETF seeks to track the investment results of an index composed of U.S.-listed equities in the biotechnology sector.

Full IBB 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.