HomeCompareIYE vs JEPI

IYE vs JEPI: Dividend Comparison 2026

IYE yields 2.01% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.3K in total portfolio value
10 years
IYE
IYE
● Live price
2.01%
Share price
$66.04
Annual div
$1.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.6K
Annual income
$229.26
Full IYE 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 — IYE vs JEPI

📍 JEPI pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIYEJEPI
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, IYE + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IYE
Annual income on $10K today (after 15% tax)
$171.09/yr
After 10yr DRIP, annual income (after tax)
$194.87/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 $1,104.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IYE: 50%JEPI: 50%
100% JEPI50/50100% IYE
Portfolio after 10yr
$25.8K
Annual income
$878.94/yr
Blended yield
3.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IYE buys
0
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Shelley Moore Capito🏛 Senate$IYE▼ Sell$15,001 - $50,0002018-04-24
Shelley Moore Capito🏛 Senate$IYE▼ Sell$15,001 - $50,0002018-04-24
Shelley Moore Capito🏛 Senate$IYE▼ Sell$15,001 - $50,0002018-04-24
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIYEJEPI
Forward yield2.01%8.40%
Annual dividend / share$1.33$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.6K$29.0K
Annual income after 10y$229.26$1,528.62
Total dividends collected$2.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIYE PortfolioIYE Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,901$201.28$11,260$840.19$359.00JEPI
2$11,869$205.06$12,641$907.94$772.00JEPI
3$12,909$208.67$14,150$978.20$1.2KJEPI
4$14,025$212.10$15,795$1,050.85$1.8KJEPI
5$15,222$215.35$17,584$1,125.74$2.4KJEPI
6$16,506$218.45$19,526$1,202.74$3.0KJEPI
7$17,883$221.38$21,628$1,281.69$3.7KJEPI
8$19,358$224.15$23,898$1,362.43$4.5KJEPI
9$20,940$226.78$26,347$1,444.79$5.4KJEPI
10$22,635$229.26$28,982$1,528.62$6.3KJEPI

IYE vs JEPI: Complete Analysis 2026

IYEStock

The iShares U.S. Energy ETF seeks to track the investment results of an index composed of U.S. equities in the energy sector.

Full IYE 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 →
📬

Get this IYE vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IYE vs SCHDIYE vs OIYE vs KOIYE vs MAINIYE vs JEPQIYE vs XYLDIYE vs DIVOIYE vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.