Is JEPI or KCAP a better dividend investment in 2026?

JEPI currently yields 8.56% with a 2.1% 5-year dividend growth rate. KCAP yields 4.00% with 5% growth. The better choice depends on your goal: JEPI offers higher current income.

What is the dividend yield difference between JEPI and KCAP?

JEPI has a forward dividend yield of 8.56% ($4.76/share annually). KCAP yields 4.00% ($2.00/share annually). The yield gap is 4.56 percentage points.

Home › Compare › JEPI vs KCAP

JEPI vs KCAP: Dividend Comparison 2026

JEPI yields 8.56% · KCAP yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPI wins by $1.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.56%

Share price

$55.65

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.3K

Annual income

$1,573.67

Full JEPI calculator →

KCAP

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full KCAP calculator →

Portfolio growth — JEPI vs KCAP

📍 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 Period	JEPI	KCAP
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 + KCAP cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

JEPI pays

KCAP 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

KCAP

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, JEPI beats the other by $573.31/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JEPI: 50%KCAP: 50%

100% KCAP50/50100% JEPI

Portfolio after 10yr

$28.7K

Annual income

$1,236.43/yr

Blended yield

4.31%

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPI buys

KCAP buys

Politician	Chamber	Ticker	Type	Amount	Date
Ro Khanna	🏢 House	$JEPI	▼ Sell	$1,001 - $15,000	2023-11-03
Max Miller	🏢 House	$JEPI	▼ Sell	$1,001 - $15,000	2023-10-06
Kevin Hern	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-10-06
Kevin Hern	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-09-07
Robert J. Wittman	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-05-10
Kevin Hern	🏢 House	$JEPI	▲ Buy	$100,001 - $250,000	2021-07-30

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJEPIKCAP

Forward yield	8.56% ✓	4.00%
Annual dividend / share	$4.76 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$29.3K ✓	$28.0K
Annual income after 10y	$1,573.67 ✓	$899.19
Total dividends collected	$12.0K ✓	$6.4K
Payment frequency	monthly	quarterly
Sector	ETF	Stock

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

Year	JEPI Portfolio	JEPI Income/yr	KCAP Portfolio	KCAP Income/yr	Gap
1← crossover	$11,276	$855.74	$11,120	$420.00	+$156.00 → JEPI
2	$12,675	$926.02	$12,357	$458.31	+$318.00 → JEPI
3	$14,207	$999.01	$13,721	$499.76	+$486.00 → JEPI
4	$15,878	$1,074.57	$15,227	$544.58	+$651.00 → JEPI
5	$17,697	$1,152.57	$16,885	$593.02	+$812.00 → JEPI
6	$19,674	$1,232.87	$18,713	$645.34	+$961.00 → JEPI
7	$21,815	$1,315.29	$20,724	$701.81	+$1.1K → JEPI
8	$24,131	$1,399.68	$22,938	$762.73	+$1.2K → JEPI
9	$26,630	$1,485.86	$25,372	$828.41	+$1.3K → JEPI
10	$29,323	$1,573.67	$28,047	$899.19	+$1.3K → JEPI

JEPI vs KCAP: Complete Analysis 2026

JEPI — ETF

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 →

KCAP — Stock

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

Full KCAP 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.