HomeCompareISCG vs JEPI

ISCG vs JEPI: Dividend Comparison 2026

ISCG yields 0.65% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.7K in total portfolio value
10 years
ISCG
ISCG
● Live price
0.65%
Share price
$54.14
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.6K
Annual income
$67.91
Full ISCG calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — ISCG 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 PeriodISCGJEPI
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%.
📅

Dividend Calendar Overlap

Combined, ISCG + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ISCG
Annual income on $10K today (after 15% tax)
$55.33/yr
After 10yr DRIP, annual income (after tax)
$57.72/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $1,279.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ISCG: 50%JEPI: 50%
100% JEPI50/50100% ISCG
Portfolio after 10yr
$25.0K
Annual income
$820.78/yr
Blended yield
3.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ISCG buys
0
JEPI buys
0
No recent congressional trades found for ISCG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricISCGJEPI
Forward yield0.65%8.56%
Annual dividend / share$0.35$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.6K$29.3K
Annual income after 10y$67.91$1,573.67
Total dividends collected$666.00$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearISCG PortfolioISCG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,765$65.09$11,276$855.74$511.00JEPI
2$11,584$65.49$12,675$926.02$1.1KJEPI
3$12,461$65.86$14,207$999.01$1.7KJEPI
4$13,399$66.21$15,878$1,074.57$2.5KJEPI
5$14,404$66.54$17,697$1,152.57$3.3KJEPI
6$15,479$66.85$19,674$1,232.87$4.2KJEPI
7$16,630$67.14$21,815$1,315.29$5.2KJEPI
8$17,861$67.41$24,131$1,399.68$6.3KJEPI
9$19,179$67.67$26,630$1,485.86$7.5KJEPI
10$20,590$67.91$29,323$1,573.67$8.7KJEPI

ISCG vs JEPI: Complete Analysis 2026

ISCGStock

The iShares Morningstar Small-Cap Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics.

Full ISCG 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.