HomeCompareIHE vs JEPI

IHE vs JEPI: Dividend Comparison 2026

IHE yields 1.72% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.8K in total portfolio value
10 years
IHE
IHE
● Live price
1.72%
Share price
$86.68
Annual div
$1.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.2K
Annual income
$191.94
Full IHE 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 — IHE 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 PeriodIHEJEPI
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, IHE + JEPI cover 0 of 12 monthsgood coverage

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

IHE
Annual income on $10K today (after 15% tax)
$145.98/yr
After 10yr DRIP, annual income (after tax)
$163.15/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 $1,136.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IHE: 50%JEPI: 50%
100% JEPI50/50100% IHE
Portfolio after 10yr
$25.6K
Annual income
$860.28/yr
Blended yield
3.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IHE buys
0
JEPI buys
0
No recent congressional trades found for IHE or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIHEJEPI
Forward yield1.72%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$22.2K$29.0K
Annual income after 10y$191.94$1,528.62
Total dividends collected$1.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIHE PortfolioIHE Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,872$171.74$11,260$840.19$388.00JEPI
2$11,807$174.50$12,641$907.94$834.00JEPI
3$12,811$177.12$14,150$978.20$1.3KJEPI
4$13,887$179.60$15,795$1,050.85$1.9KJEPI
5$15,041$181.95$17,584$1,125.74$2.5KJEPI
6$16,278$184.18$19,526$1,202.74$3.2KJEPI
7$17,604$186.29$21,628$1,281.69$4.0KJEPI
8$19,025$188.28$23,898$1,362.43$4.9KJEPI
9$20,547$190.17$26,347$1,444.79$5.8KJEPI
10$22,177$191.94$28,982$1,528.62$6.8KJEPI

IHE vs JEPI: Complete Analysis 2026

IHEStock

The iShares U.S. Pharmaceuticals ETF seeks to track the investment results of an index composed of U.S. equities in the pharmaceuticals sector.

Full IHE 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.