HomeCompareIBDSF vs JEPI

IBDSF vs JEPI: Dividend Comparison 2026

IBDSF yields 3.21% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IBDSF wins by $578.74M in total portfolio value
10 years
IBDSF
IBDSF
● Live price
3.21%
Share price
$22.65
Annual div
$0.73
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$578.77M
Annual income
$546,074,786.48
Full IBDSF 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 — IBDSF vs JEPI

📍 IBDSF pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIBDSFJEPI
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, IBDSF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IBDSF
Annual income on $10K today (after 15% tax)
$272.69/yr
After 10yr DRIP, annual income (after tax)
$464,163,568.51/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, IBDSF beats the other by $464,162,269.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBDSF: 50%JEPI: 50%
100% JEPI50/50100% IBDSF
Portfolio after 10yr
$289.40M
Annual income
$273,038,157.55/yr
Blended yield
94.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBDSF buys
0
JEPI buys
0
No recent congressional trades found for IBDSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBDSFJEPI
Forward yield3.21%8.40%
Annual dividend / share$0.73$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$578.77M$29.0K
Annual income after 10y$546,074,786.48$1,528.62
Total dividends collected$576.37M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIBDSF PortfolioIBDSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,342$641.63$11,260$840.19+$82.00IBDSF
2$13,496$1,360.22$12,641$907.94+$855.00IBDSF
3$17,466$3,025.36$14,150$978.20+$3.3KIBDSF
4$26,007$7,318.38$15,795$1,050.85+$10.2KIBDSF
5$48,196$20,368.51$17,584$1,125.74+$30.6KIBDSF
6$122,124$70,554.93$19,526$1,202.74+$102.6KIBDSF
7$464,843$334,169.62$21,628$1,281.69+$443.2KIBDSF
8$2,874,861$2,377,478.92$23,898$1,362.43+$2.85MIBDSF
9$30,559,701$27,483,599.71$26,347$1,444.79+$30.53MIBDSF
10$578,773,666$546,074,786.48$28,982$1,528.62+$578.74MIBDSF

IBDSF vs JEPI: Complete Analysis 2026

IBDSFStock

Iberdrola, S.A. engages in the generation, transmission, distribution, and supply of electricity in Spain and internationally. It generates and markets electrical power using renewable sources, such as onshore and offshore wind, hydro, solar photovoltaic, combined cycle gas, nuclear, and biomass, as well as through installation of batteries. The company is also involved in the purchase and sale of electricity and gas on wholesale markets; development of green hydrogen projects; and distribution and sale of gas. It has a total installed capacity of 58,320 MW, including 38,138 MW of renewable installed capacity; and operates 1.2 million kilometers of electricity transmission and distribution lines, as well as serves 36.11 million consumers. In addition, the company offers energy storage, heat pumps, self-consumption, and electric vehicles for residential customers; and management of energy facilities, as well as supplies green H2, industrial heat, etc. to industrial customers. Iberdrola, S.A. was founded in 1840 and is headquartered in Bilbao, Spain.

Full IBDSF 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 →
📬

Get this IBDSF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IBDSF vs SCHDIBDSF vs OIBDSF vs KOIBDSF vs MAINIBDSF vs JEPQIBDSF vs XYLDIBDSF vs DIVOIBDSF vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.