HomeCompareJEHLY vs JEPI

JEHLY vs JEPI: Dividend Comparison 2026

JEHLY yields 1.68% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEHLY wins by $30.95M in total portfolio value· pulled ahead in Year 3
10 years
JEHLY
JEHLY
● Live price
1.68%
Share price
$46.41
Annual div
$0.78
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.98M
Annual income
$27,801,102.69
Full JEHLY 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 — JEHLY vs JEPI

📍 JEHLY pulled ahead of the other in Year 3

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 PeriodJEHLYJEPI
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, JEHLY + JEPI cover 0 of 12 monthsgood coverage

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

JEHLY
Annual income on $10K today (after 15% tax)
$142.86/yr
After 10yr DRIP, annual income (after tax)
$23,630,937.29/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, JEHLY beats the other by $23,629,637.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEHLY: 50%JEPI: 50%
100% JEPI50/50100% JEHLY
Portfolio after 10yr
$15.50M
Annual income
$13,901,315.65/yr
Blended yield
89.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEHLY buys
0
JEPI buys
0
No recent congressional trades found for JEHLY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEHLYJEPI
Forward yield1.68%8.40%
Annual dividend / share$0.78$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$30.98M$29.0K
Annual income after 10y$27,801,102.69$1,528.62
Total dividends collected$30.71M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJEHLY PortfolioJEHLY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,036$336.13$11,260$840.19$224.00JEPI
2$12,502$693.39$12,641$907.94$139.00JEPI
3← crossover$14,845$1,468.21$14,150$978.20+$695.00JEHLY
4$19,143$3,258.69$15,795$1,050.85+$3.3KJEHLY
5$28,338$7,854.42$17,584$1,125.74+$10.8KJEHLY
6$52,054$21,732.47$19,526$1,202.74+$32.5KJEHLY
7$130,315$74,617.90$21,628$1,281.69+$108.7KJEHLY
8$488,604$349,166.54$23,898$1,362.43+$464.7KJEHLY
9$2,969,840$2,447,033.43$26,347$1,444.79+$2.94MJEHLY
10$30,978,831$27,801,102.69$28,982$1,528.62+$30.95MJEHLY

JEHLY vs JEPI: Complete Analysis 2026

JEHLYStock

Johnson Electric Holdings Limited, an investment holding company sells motion products, control systems, and flexible interconnects worldwide. The company offers motion products, including solenoids, piezo motors and subsystems, starters, blowers, gearboxes, automotive actuators, haptic motion products, and piezo stages, as well as brushless EC, DC, AC, stepper, and gear motors; pumps and valves; and flex circuits, flat flexible cables, security circuits, microelectronics, and electromagnetic interference shielded flexible circuits. It also provides switches and relays comprising microswitches, TIPPMATIC auto power-off products, manually operated switches, panel mounted switches, automotive switches and subsystems, and smart meter relays; and powder metal components. The company offers its products to a range of industries, including automotive, building automation and security, business machines, defense and aerospace, food and beverage, home technologies, HVAC, industrial equipment, medical devices, personal care, power equipment, and power tools. Johnson Electric Holdings Limited was founded in 1959 and is headquartered in Sha Tin, Hong Kong.

Full JEHLY 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.