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JEPI vs BAX: Dividend Comparison 2026

JEPI yields 8.56% · BAX yields 2.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.7K in total portfolio value
10 years
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →
BAX
BAX
● Live price
2.28%
Share price
$15.80
Annual div
$0.36
5Y div CAGR
-27%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.6K
Annual income
$10.26
Full BAX calculator →

Portfolio growth — JEPI vs BAX

📍 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 PeriodJEPIBAX
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, JEPI + BAX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JEPI pays
BAX pays
Both pay
Neither
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Tax Bracket Optimizer

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

JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
BAX
Annual income on $10K today (after 15% tax)
$193.67/yr
After 10yr DRIP, annual income (after tax)
$8.72/yr
At 15% tax rate, JEPI beats the other by $1,328.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPI: 50%BAX: 50%
100% BAX50/50100% JEPI
Portfolio after 10yr
$25.0K
Annual income
$791.96/yr
Blended yield
3.17%
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Analyst Conviction Gap

Where Wall Street is most bullish on BAX right now

JEPI
No analyst data
BAX
Analyst Ratings
15
Buy
20
Hold
1
Sell
Consensus: Hold
Price Target
$19.75
+25.0% upside vs current
Range: $15.00 — $25.00
Altman Z
2.1
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPI buys
0
BAX buys
0
No recent congressional trades found for JEPI or BAX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPIBAX
Forward yield8.56%2.28%
Annual dividend / share$4.76$0.36
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-27%
Portfolio after 10y$29.3K$20.6K
Annual income after 10y$1,573.67$10.26
Total dividends collected$12.0K$602.00
Payment frequencymonthlyquarterly
SectorETFHealthcare

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

YearJEPI PortfolioJEPI Income/yrBAX PortfolioBAX Income/yrGap
1← crossover$11,276$855.74$10,866$166.33+$410.00JEPI
2$12,675$926.02$11,750$123.31+$925.00JEPI
3$14,207$999.01$12,664$90.97+$1.5KJEPI
4$15,878$1,074.57$13,617$66.89+$2.3KJEPI
5$17,697$1,152.57$14,619$49.07+$3.1KJEPI
6$19,674$1,232.87$15,679$35.94+$4.0KJEPI
7$21,815$1,315.29$16,802$26.30+$5.0KJEPI
8$24,131$1,399.68$17,998$19.23+$6.1KJEPI
9$26,630$1,485.86$19,272$14.05+$7.4KJEPI
10$29,323$1,573.67$20,631$10.26+$8.7KJEPI

JEPI vs BAX: Complete Analysis 2026

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 →

BAXHealthcare

Baxter International Inc., through its subsidiaries, develops and provides a portfolio of healthcare products worldwide. The company offers peritoneal dialysis and hemodialysis, and additional dialysis therapies and services; intravenous therapies, infusion pumps, administration sets, and drug reconstitution devices; remixed and oncology drug platforms, inhaled anesthesia and critical care products and pharmacy compounding services; parenteral nutrition therapies and related products; biological products and medical devices used in surgical procedures for hemostasis, tissue sealing and adhesion prevention; and continuous renal replacement therapies and other organ support therapies focused in the intensive care unit. It also provides connected care solutions, including devices, software, communications, and integration technologies; integrated patient monitoring and diagnostic technologies to help diagnose, treat, and manage a various illness and diseases, including respiratory therapy, cardiology, vision screening, and physical assessment; surgical video technologies, tables, lights, pendants, precision positioning devices and other accessories. In addition, the company offers contracted services to various pharmaceutical and biopharmaceutical companies. Its products are used in hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors' offices, and patients at home under physician supervision. The company sells its products through direct sales force, as well as through independent distributors, drug wholesalers, and specialty pharmacy or other alternate site providers in approximately 100 countries. It has an agreement with Celerity Pharmaceutical, LLC to develop acute care generic injectable premix and oncolytic molecules. Baxter International Inc. was incorporated in 1931 and is headquartered in Deerfield, Illinois.

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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.