Is JEPIX or DVY a better dividend investment in 2026?

JEPIX currently yields 8.32% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: JEPIX offers higher current income.

What is the dividend yield difference between JEPIX and DVY?

JEPIX has a forward dividend yield of 8.32% ($1.17/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 4.82 percentage points.

Home › Compare › JEPIX vs DVY

JEPIX vs DVY: Dividend Comparison 2026

JEPIX yields 8.32% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 JEPIX wins by $9.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JEPIX

● Live price

8.32%

Share price

$14.02

Annual div

$1.17

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.7K

Annual income

$1,406.80

Full JEPIX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — JEPIX vs DVY

📍 JEPIX 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	JEPIX	DVY
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, JEPIX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Oct

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Nov

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Dec

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JEPIX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

JEPIX

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

$706.88/yr

After 10yr DRIP, annual income (after tax)

$1,195.78/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, JEPIX beats the other by $823.67/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 JEPIX + DVY for your $10,000?

JEPIX: 50%DVY: 50%

100% DVY50/50100% JEPIX

Portfolio after 10yr

$29.9K

Annual income

$922.29/yr

Blended yield

3.09%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPIX buys

DVY buys

No recent congressional trades found for JEPIX or DVY in the last 90 days.

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

MetricJEPIXDVY

Forward yield	8.32% ✓	3.50%
Annual dividend / share	$1.17	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.7K ✓	$25.1K
Annual income after 10y	$1,406.80 ✓	$437.78
Total dividends collected	$11.2K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: JEPIX vs DVY ($10,000, DRIP)

Year	JEPIX Portfolio	JEPIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,532	$831.62	$11,050	$349.62	+$482.00 → JEPIX
2	$13,235	$896.25	$12,184	$361.04	+$1.1K → JEPIX
3	$15,123	$961.35	$13,409	$372.07	+$1.7K → JEPIX
4	$17,208	$1,026.62	$14,730	$382.68	+$2.5K → JEPIX
5	$19,504	$1,091.75	$16,154	$392.89	+$3.4K → JEPIX
6	$22,026	$1,156.48	$17,688	$402.69	+$4.3K → JEPIX
7	$24,789	$1,220.57	$19,338	$412.07	+$5.5K → JEPIX
8	$27,808	$1,283.78	$21,113	$421.04	+$6.7K → JEPIX
9	$31,100	$1,345.92	$23,020	$429.61	+$8.1K → JEPIX
10	$34,684	$1,406.80	$25,070	$437.78	+$9.6K → JEPIX

JEPIX vs DVY: Complete Analysis 2026

JEPIX — Stock

The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500.

Full JEPIX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.