HomeCompareIBMP vs JEPI

IBMP vs JEPI: Dividend Comparison 2026

IBMP yields 2.48% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.6K in total portfolio value
10 years
IBMP
IBMP
● Live price
2.48%
Share price
$25.44
Annual div
$0.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$290.41
Full IBMP 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 — IBMP 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 PeriodIBMPJEPI
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, IBMP + JEPI cover 0 of 12 monthsgood coverage

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

IBMP
Annual income on $10K today (after 15% tax)
$210.40/yr
After 10yr DRIP, annual income (after tax)
$246.85/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 $1,052.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBMP: 50%JEPI: 50%
100% JEPI50/50100% IBMP
Portfolio after 10yr
$26.2K
Annual income
$909.52/yr
Blended yield
3.47%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBMP buys
0
JEPI buys
0
No recent congressional trades found for IBMP or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBMPJEPI
Forward yield2.48%8.40%
Annual dividend / share$0.63$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.4K$29.0K
Annual income after 10y$290.41$1,528.62
Total dividends collected$2.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIBMP PortfolioIBMP Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,948$247.52$11,260$840.19$312.00JEPI
2$11,967$253.25$12,641$907.94$674.00JEPI
3$13,064$258.72$14,150$978.20$1.1KJEPI
4$14,242$263.95$15,795$1,050.85$1.6KJEPI
5$15,508$268.94$17,584$1,125.74$2.1KJEPI
6$16,867$273.68$19,526$1,202.74$2.7KJEPI
7$18,326$278.20$21,628$1,281.69$3.3KJEPI
8$19,891$282.49$23,898$1,362.43$4.0KJEPI
9$21,570$286.55$26,347$1,444.79$4.8KJEPI
10$23,370$290.41$28,982$1,528.62$5.6KJEPI

IBMP vs JEPI: Complete Analysis 2026

IBMPStock

The iShares iBonds Dec 2027 Term Muni Bond ETF seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds expected to mature or be redeemed before December 2, 2027.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBMP 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.