HomeCompareJDHCX vs JEPI

JDHCX vs JEPI: Dividend Comparison 2026

JDHCX yields 5.28% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $671.00 in total portfolio value
10 years
JDHCX
JDHCX
● Live price
5.28%
Share price
$7.33
Annual div
$0.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.3K
Annual income
$740.42
Full JDHCX 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 — JDHCX 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 PeriodJDHCXJEPI
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, JDHCX + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JDHCX
Annual income on $10K today (after 15% tax)
$449.04/yr
After 10yr DRIP, annual income (after tax)
$629.36/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 $669.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDHCX: 50%JEPI: 50%
100% JEPI50/50100% JDHCX
Portfolio after 10yr
$28.6K
Annual income
$1,134.52/yr
Blended yield
3.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDHCX buys
0
JEPI buys
0
No recent congressional trades found for JDHCX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDHCXJEPI
Forward yield5.28%8.40%
Annual dividend / share$0.39$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.3K$29.0K
Annual income after 10y$740.42$1,528.62
Total dividends collected$6.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJDHCX PortfolioJDHCX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,228$528.28$11,260$840.19$32.00JEPI
2$12,569$554.36$12,641$907.94$72.00JEPI
3$14,028$579.94$14,150$978.20$122.00JEPI
4$15,615$604.95$15,795$1,050.85$180.00JEPI
5$17,338$629.33$17,584$1,125.74$246.00JEPI
6$19,204$653.04$19,526$1,202.74$322.00JEPI
7$21,225$676.03$21,628$1,281.69$403.00JEPI
8$23,409$698.27$23,898$1,362.43$489.00JEPI
9$25,767$719.73$26,347$1,444.79$580.00JEPI
10$28,311$740.42$28,982$1,528.62$671.00JEPI

JDHCX vs JEPI: Complete Analysis 2026

JDHCXStock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in high-yield/high-risk securities rated below investment grade. Securities rated below investment grade may include their unrated equivalents or other high-yielding securities the portfolio managers believe offer attractive risk/return characteristics.

Full JDHCX 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.