HomeCompareIIDDY vs JEPI

IIDDY vs JEPI: Dividend Comparison 2026

IIDDY yields 4.83% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $1.5K in total portfolio value
10 years
IIDDY
IIDDY
● Live price
4.83%
Share price
$10.35
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$658.14
Full IIDDY 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 — IIDDY 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 PeriodIIDDYJEPI
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, IIDDY + JEPI cover 0 of 12 monthsgood coverage

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

IIDDY
Annual income on $10K today (after 15% tax)
$410.63/yr
After 10yr DRIP, annual income (after tax)
$559.42/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 $739.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IIDDY: 50%JEPI: 50%
100% JEPI50/50100% IIDDY
Portfolio after 10yr
$28.2K
Annual income
$1,093.38/yr
Blended yield
3.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IIDDY buys
0
JEPI buys
0
No recent congressional trades found for IIDDY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIIDDYJEPI
Forward yield4.83%8.40%
Annual dividend / share$0.50$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$29.0K
Annual income after 10y$658.14$1,528.62
Total dividends collected$5.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIIDDY PortfolioIIDDY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,183$483.09$11,260$840.19$77.00JEPI
2$12,471$504.90$12,641$907.94$170.00JEPI
3$13,870$526.21$14,150$978.20$280.00JEPI
4$15,388$546.96$15,795$1,050.85$407.00JEPI
5$17,032$567.12$17,584$1,125.74$552.00JEPI
6$18,811$586.65$19,526$1,202.74$715.00JEPI
7$20,733$605.53$21,628$1,281.69$895.00JEPI
8$22,808$623.75$23,898$1,362.43$1.1KJEPI
9$25,046$641.29$26,347$1,444.79$1.3KJEPI
10$27,458$658.14$28,982$1,528.62$1.5KJEPI

IIDDY vs JEPI: Complete Analysis 2026

IIDDYStock

IGO Limited operates as an exploration and mining company that engages in discovering, developing, and operating assets focused on metals to enable clean energy in Australia. It owns and operates a 100% interest in the Nova nickel-copper-cobalt operation located to the east northeast of Norseman in the Great Western Woodlands of Western Australia; a 100% interest in the Cosmos nickel operation located to the north of Leinster in Western Australia; and a 100% interest in the Forrestania nickel operation located to the east of Perth in Western Australia. The company also focuses on investing in lithium mines, as well as holds 100% interest in the downstream processing refinery at Kwinana in Western Australia to produce battery grade lithium hydroxide. In addition, it owns and operates various projects, including Fraser Range, Kimberley, Paterson, Copper Coast, Frontier, Raptor, and Western Gawler projects. The company was formerly known as Independence Group NL and changed its name to IGO Limited in January 2020. IGO Limited was incorporated in 2000 and is headquartered in Perth, Australia.

Full IIDDY 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.