HomeCompareIBHH vs JEPI

IBHH vs JEPI: Dividend Comparison 2026

IBHH yields 6.37% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IBHH wins by $1.5K in total portfolio value
10 years
IBHH
IBHH
● Live price
6.37%
Share price
$23.47
Annual div
$1.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$955.45
Full IBHH 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 — IBHH vs JEPI

📍 IBHH 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 PeriodIBHHJEPI
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, IBHH + JEPI cover 0 of 12 monthsgood coverage

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

IBHH
Annual income on $10K today (after 15% tax)
$541.43/yr
After 10yr DRIP, annual income (after tax)
$812.13/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 $487.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBHH: 50%JEPI: 50%
100% JEPI50/50100% IBHH
Portfolio after 10yr
$29.7K
Annual income
$1,242.04/yr
Blended yield
4.18%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBHH buys
0
JEPI buys
0
No recent congressional trades found for IBHH or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBHHJEPI
Forward yield6.37%8.40%
Annual dividend / share$1.49$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K$29.0K
Annual income after 10y$955.45$1,528.62
Total dividends collected$8.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIBHH PortfolioIBHH Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,337$636.97$11,260$840.19+$77.00IBHH
2$12,805$674.89$12,641$907.94+$164.00IBHH
3$14,414$712.44$14,150$978.20+$264.00IBHH
4$16,173$749.49$15,795$1,050.85+$378.00IBHH
5$18,091$785.91$17,584$1,125.74+$507.00IBHH
6$20,179$821.60$19,526$1,202.74+$653.00IBHH
7$22,448$856.47$21,628$1,281.69+$820.00IBHH
8$24,909$890.45$23,898$1,362.43+$1.0KIBHH
9$27,577$923.46$26,347$1,444.79+$1.2KIBHH
10$30,462$955.45$28,982$1,528.62+$1.5KIBHH

IBHH vs JEPI: Complete Analysis 2026

IBHHStock

The iShares iBonds 2028 Term High Yield and Income ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBHH 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.