HomeCompareINCPY vs JEPI

INCPY vs JEPI: Dividend Comparison 2026

INCPY yields 18.87% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.8K in total portfolio value· pulled ahead in Year 5
10 years
INCPY
INCPY
● Live price
18.87%
Share price
$8.62
Annual div
$1.63
5Y div CAGR
-43.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.2K
Annual income
$8.26
Full INCPY 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 — INCPY vs JEPI

📍 JEPI pulled ahead of the other in Year 5

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 PeriodINCPYJEPI
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, INCPY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
INCPY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

INCPY
Annual income on $10K today (after 15% tax)
$1,603.86/yr
After 10yr DRIP, annual income (after tax)
$7.02/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 $1,292.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

INCPY: 50%JEPI: 50%
100% JEPI50/50100% INCPY
Portfolio after 10yr
$26.6K
Annual income
$768.44/yr
Blended yield
2.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

INCPY buys
0
JEPI buys
0
No recent congressional trades found for INCPY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricINCPYJEPI
Forward yield18.87%8.40%
Annual dividend / share$1.63$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-43.1%0%
Portfolio after 10y$24.2K$29.0K
Annual income after 10y$8.26$1,528.62
Total dividends collected$2.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearINCPY PortfolioINCPY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,774$1,073.64$11,260$840.19+$514.00INCPY
2$13,270$672.20$12,641$907.94+$629.00INCPY
3$14,602$402.89$14,150$978.20+$452.00INCPY
4$15,860$235.75$15,795$1,050.85+$65.00INCPY
5← crossover$17,106$136.17$17,584$1,125.74$478.00JEPI
6$18,382$78.10$19,526$1,202.74$1.1KJEPI
7$19,713$44.63$21,628$1,281.69$1.9KJEPI
8$21,118$25.45$23,898$1,362.43$2.8KJEPI
9$22,611$14.50$26,347$1,444.79$3.7KJEPI
10$24,202$8.26$28,982$1,528.62$4.8KJEPI

INCPY vs JEPI: Complete Analysis 2026

INCPYStock

Inchcape plc operates as an automotive distributor and retailer. The company engages in the distribution, sales, and marketing of new and used cars, and parts. It also provides aftersales service and body shop repairs; and finance and insurance products and services. The company operates in the Asia Pacific, the United Kingdom, rest of Europe, the Americas, and Africa. Inchcape plc was founded in 1847 and is headquartered in London, the United Kingdom.

Full INCPY 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.