HomeCompareIBHI vs JEPI

IBHI vs JEPI: Dividend Comparison 2026

IBHI yields 6.85% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IBHI wins by $2.5K in total portfolio value
10 years
IBHI
IBHI
● Live price
6.85%
Share price
$23.27
Annual div
$1.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.4K
Annual income
$1,057.72
Full IBHI 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 — IBHI vs JEPI

📍 IBHI 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 PeriodIBHIJEPI
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, IBHI + JEPI cover 0 of 12 monthsgood coverage

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

IBHI
Annual income on $10K today (after 15% tax)
$581.91/yr
After 10yr DRIP, annual income (after tax)
$899.06/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 $400.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBHI: 50%JEPI: 50%
100% JEPI50/50100% IBHI
Portfolio after 10yr
$30.2K
Annual income
$1,293.17/yr
Blended yield
4.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBHI buys
0
JEPI buys
0
No recent congressional trades found for IBHI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBHIJEPI
Forward yield6.85%8.40%
Annual dividend / share$1.59$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.4K$29.0K
Annual income after 10y$1,057.72$1,528.62
Total dividends collected$8.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIBHI PortfolioIBHI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,385$684.60$11,260$840.19+$125.00IBHI
2$12,910$728.40$12,641$907.94+$269.00IBHI
3$14,586$771.96$14,150$978.20+$436.00IBHI
4$16,422$815.10$15,795$1,050.85+$627.00IBHI
5$18,429$857.67$17,584$1,125.74+$845.00IBHI
6$20,618$899.54$19,526$1,202.74+$1.1KIBHI
7$23,002$940.57$21,628$1,281.69+$1.4KIBHI
8$25,593$980.67$23,898$1,362.43+$1.7KIBHI
9$28,404$1,019.74$26,347$1,444.79+$2.1KIBHI
10$31,450$1,057.72$28,982$1,528.62+$2.5KIBHI

IBHI vs JEPI: Complete Analysis 2026

IBHIStock

The iShares iBonds 2029 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 2029.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBHI 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.