HomeCompareJAXB vs JEPI

JAXB vs JEPI: Dividend Comparison 2026

JAXB yields 12.16% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JAXB wins by $15.6K in total portfolio value
10 years
JAXB
JAXB
● Live price
12.16%
Share price
$16.45
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.6K
Annual income
$2,595.30
Full JAXB 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 — JAXB vs JEPI

📍 JAXB 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 PeriodJAXBJEPI
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, JAXB + JEPI cover 0 of 12 monthsgood coverage

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

JAXB
Annual income on $10K today (after 15% tax)
$1,033.43/yr
After 10yr DRIP, annual income (after tax)
$2,206.01/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, JAXB beats the other by $906.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAXB: 50%JEPI: 50%
100% JEPI50/50100% JAXB
Portfolio after 10yr
$36.8K
Annual income
$2,061.96/yr
Blended yield
5.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAXB buys
0
JEPI buys
0
No recent congressional trades found for JAXB or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAXBJEPI
Forward yield12.16%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$44.6K$29.0K
Annual income after 10y$2,595.30$1,528.62
Total dividends collected$18.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJAXB PortfolioJAXB Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,916$1,215.81$11,260$840.19+$656.00JAXB
2$14,104$1,353.95$12,641$907.94+$1.5KJAXB
3$16,589$1,497.73$14,150$978.20+$2.4KJAXB
4$19,396$1,646.38$15,795$1,050.85+$3.6KJAXB
5$22,553$1,799.08$17,584$1,125.74+$5.0KJAXB
6$26,087$1,955.04$19,526$1,202.74+$6.6KJAXB
7$30,027$2,113.43$21,628$1,281.69+$8.4KJAXB
8$34,402$2,273.44$23,898$1,362.43+$10.5KJAXB
9$39,244$2,434.31$26,347$1,444.79+$12.9KJAXB
10$44,587$2,595.30$28,982$1,528.62+$15.6KJAXB

JAXB vs JEPI: Complete Analysis 2026

JAXBStock

JAXB is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in JAXB shares.

Full JAXB 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.