HomeCompareIBDQ vs JEPI

IBDQ vs JEPI: Dividend Comparison 2026

IBDQ yields 2.77% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.1K in total portfolio value
10 years
IBDQ
IBDQ
● Live price
2.77%
Share price
$25.12
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$331.48
Full IBDQ 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 — IBDQ 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 PeriodIBDQJEPI
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, IBDQ + JEPI cover 0 of 12 monthsgood coverage

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

IBDQ
Annual income on $10K today (after 15% tax)
$235.63/yr
After 10yr DRIP, annual income (after tax)
$281.76/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 $1,017.57/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

IBDQ: 50%JEPI: 50%
100% JEPI50/50100% IBDQ
Portfolio after 10yr
$26.4K
Annual income
$930.05/yr
Blended yield
3.52%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBDQ buys
2
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Lindsey Graham🏛 Senate$IBDQ▼ Sell$15,001 - $50,0002025-12-18
Lindsey Graham🏛 Senate$IBDQ▼ Sell$15,001 - $50,0002025-12-18
Lindsey Graham🏛 Senate$IBDQ▲ Buy$15,001 - $50,0002022-06-30
Lindsey Graham🏛 Senate$IBDQ▲ Buy$15,001 - $50,0002022-06-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBDQJEPI
Forward yield2.77%8.40%
Annual dividend / share$0.70$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.9K$29.0K
Annual income after 10y$331.48$1,528.62
Total dividends collected$3.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIBDQ PortfolioIBDQ Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,977$277.22$11,260$840.19$283.00JEPI
2$12,030$284.40$12,641$907.94$611.00JEPI
3$13,163$291.29$14,150$978.20$987.00JEPI
4$14,383$297.88$15,795$1,050.85$1.4KJEPI
5$15,694$304.18$17,584$1,125.74$1.9KJEPI
6$17,102$310.19$19,526$1,202.74$2.4KJEPI
7$18,616$315.92$21,628$1,281.69$3.0KJEPI
8$20,240$321.37$23,898$1,362.43$3.7KJEPI
9$21,983$326.56$26,347$1,444.79$4.4KJEPI
10$23,854$331.48$28,982$1,528.62$5.1KJEPI

IBDQ vs JEPI: Complete Analysis 2026

IBDQStock

The iShares iBonds Dec 2025 Term Corporate ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2025.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBDQ 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.