HomeCompareIONL vs JEPI

IONL vs JEPI: Dividend Comparison 2026

IONL yields 20.24% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IONL wins by $45.1K in total portfolio value
10 years
IONL
IONL
● Live price
20.24%
Share price
$9.88
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$74.1K
Annual income
$6,913.12
Full IONL 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 — IONL vs JEPI

📍 IONL 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 PeriodIONLJEPI
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, IONL + JEPI cover 0 of 12 monthsgood coverage

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

IONL
Annual income on $10K today (after 15% tax)
$1,720.39/yr
After 10yr DRIP, annual income (after tax)
$5,876.15/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, IONL beats the other by $4,576.83/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

IONL: 50%JEPI: 50%
100% JEPI50/50100% IONL
Portfolio after 10yr
$51.5K
Annual income
$4,220.87/yr
Blended yield
8.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IONL buys
0
JEPI buys
0
No recent congressional trades found for IONL or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIONLJEPI
Forward yield20.24%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$74.1K$29.0K
Annual income after 10y$6,913.12$1,528.62
Total dividends collected$42.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIONL PortfolioIONL Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,724$2,023.98$11,260$840.19+$1.5KIONL
2$16,021$2,406.84$12,641$907.94+$3.4KIONL
3$19,975$2,832.32$14,150$978.20+$5.8KIONL
4$24,674$3,300.27$15,795$1,050.85+$8.9KIONL
5$30,211$3,809.86$17,584$1,125.74+$12.6KIONL
6$36,685$4,359.65$19,526$1,202.74+$17.2KIONL
7$44,201$4,947.63$21,628$1,281.69+$22.6KIONL
8$52,866$5,571.24$23,898$1,362.43+$29.0KIONL
9$62,794$6,227.52$26,347$1,444.79+$36.4KIONL
10$74,103$6,913.12$28,982$1,528.62+$45.1KIONL

IONL vs JEPI: Complete Analysis 2026

IONLStock

The Fund seeks daily investment results, before fees and expenses, of 2 times (200%) the daily percentage change of the common stock of IonQ Inc, (NASDAQ: IONQ) There is no guarantee that the Fund will meet its stated objective. The fund should not be expected to provide 2 times the cumulative return of IONQ for periods greater than a day.

Full IONL 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.