HomeCompareIQHI vs JEPI

IQHI vs JEPI: Dividend Comparison 2026

IQHI yields 7.82% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IQHI wins by $4.6K in total portfolio value
10 years
IQHI
IQHI
● Live price
7.82%
Share price
$25.67
Annual div
$2.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,283.95
Full IQHI 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 — IQHI vs JEPI

📍 IQHI 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 PeriodIQHIJEPI
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, IQHI + JEPI cover 0 of 12 monthsgood coverage

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

IQHI
Annual income on $10K today (after 15% tax)
$664.99/yr
After 10yr DRIP, annual income (after tax)
$1,091.36/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 $207.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IQHI: 50%JEPI: 50%
100% JEPI50/50100% IQHI
Portfolio after 10yr
$31.3K
Annual income
$1,406.29/yr
Blended yield
4.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IQHI buys
0
JEPI buys
0
No recent congressional trades found for IQHI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIQHIJEPI
Forward yield7.82%8.40%
Annual dividend / share$2.01$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.6K$29.0K
Annual income after 10y$1,283.95$1,528.62
Total dividends collected$10.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIQHI PortfolioIQHI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,482$782.34$11,260$840.19+$222.00IQHI
2$13,126$839.54$12,641$907.94+$485.00IQHI
3$14,941$896.91$14,150$978.20+$791.00IQHI
4$16,941$954.19$15,795$1,050.85+$1.1KIQHI
5$19,138$1,011.14$17,584$1,125.74+$1.6KIQHI
6$21,546$1,067.54$19,526$1,202.74+$2.0KIQHI
7$24,177$1,123.19$21,628$1,281.69+$2.5KIQHI
8$27,047$1,177.91$23,898$1,362.43+$3.1KIQHI
9$30,172$1,231.55$26,347$1,444.79+$3.8KIQHI
10$33,568$1,283.95$28,982$1,528.62+$4.6KIQHI

IQHI vs JEPI: Complete Analysis 2026

IQHIStock

NYLI MacKay High Income ETF (IQHI) is an actively managed high yield strategy that seeks high current income and risk-adjusted returns

Full IQHI 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.