HomeCompareIYT vs JEPI

IYT vs JEPI: Dividend Comparison 2026

IYT yields 1.07% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $7.8K in total portfolio value
10 years
IYT
IYT
● Live price
1.07%
Share price
$74.60
Annual div
$0.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$115.14
Full IYT 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 — IYT 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 PeriodIYTJEPI
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, IYT + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IYT
Annual income on $10K today (after 15% tax)
$91.28/yr
After 10yr DRIP, annual income (after tax)
$97.87/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 $1,201.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IYT: 50%JEPI: 50%
100% JEPI50/50100% IYT
Portfolio after 10yr
$25.1K
Annual income
$821.88/yr
Blended yield
3.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IYT buys
5
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
John Reed🏛 Senate$IYT▼ Sell$1,001 - $15,0002018-03-09
John Reed🏛 Senate$IYT▲ Buy$1,001 - $15,0002017-06-19
John Reed🏛 Senate$IYT▲ Buy$1,001 - $15,0002017-03-06
John Reed🏛 Senate$IYT▲ Buy$1,001 - $15,0002016-10-06
John Reed🏛 Senate$IYT▲ Buy$1,001 - $15,0002016-09-12
John Reed🏛 Senate$IYT▲ Buy$1,001 - $15,0002016-09-02
John Reed🏛 Senate$IYT▼ Sell$1,001 - $15,0002015-02-20
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIYTJEPI
Forward yield1.07%8.40%
Annual dividend / share$0.80$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.2K$29.0K
Annual income after 10y$115.14$1,528.62
Total dividends collected$1.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIYT PortfolioIYT Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,807$107.39$11,260$840.19$453.00JEPI
2$11,672$108.47$12,641$907.94$969.00JEPI
3$12,599$109.49$14,150$978.20$1.6KJEPI
4$13,591$110.45$15,795$1,050.85$2.2KJEPI
5$14,654$111.35$17,584$1,125.74$2.9KJEPI
6$15,792$112.21$19,526$1,202.74$3.7KJEPI
7$17,010$113.01$21,628$1,281.69$4.6KJEPI
8$18,315$113.76$23,898$1,362.43$5.6KJEPI
9$19,712$114.48$26,347$1,444.79$6.6KJEPI
10$21,206$115.14$28,982$1,528.62$7.8KJEPI

IYT vs JEPI: Complete Analysis 2026

IYTStock

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

Full IYT 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 IYT vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IYT vs SCHDIYT vs OIYT vs KOIYT vs MAINIYT vs JEPQIYT vs XYLDIYT vs DIVOIYT 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.