HomeCompareJFBHF vs JEPI

JFBHF vs JEPI: Dividend Comparison 2026

JFBHF yields 2.74% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFBHF wins by $269.80M in total portfolio value· pulled ahead in Year 2
10 years
JFBHF
JFBHF
● Live price
2.74%
Share price
$325.80
Annual div
$8.94
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$269.83M
Annual income
$252,178,209.01
Full JFBHF 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 — JFBHF vs JEPI

📍 JFBHF pulled ahead of the other in Year 2

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 PeriodJFBHFJEPI
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, JFBHF + JEPI cover 0 of 12 monthsgood coverage

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

JFBHF
Annual income on $10K today (after 15% tax)
$233.27/yr
After 10yr DRIP, annual income (after tax)
$214,351,477.66/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, JFBHF beats the other by $214,350,178.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFBHF: 50%JEPI: 50%
100% JEPI50/50100% JFBHF
Portfolio after 10yr
$134.93M
Annual income
$126,089,868.81/yr
Blended yield
93.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFBHF buys
0
JEPI buys
0
No recent congressional trades found for JFBHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFBHFJEPI
Forward yield2.74%8.40%
Annual dividend / share$8.94$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$269.83M$29.0K
Annual income after 10y$252,178,209.01$1,528.62
Total dividends collected$268.50M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJFBHF PortfolioJFBHF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,249$548.86$11,260$840.19$11.00JEPI
2← crossover$13,190$1,154.04$12,641$907.94+$549.00JFBHF
3$16,643$2,529.37$14,150$978.20+$2.5KJFBHF
4$23,773$5,965.35$15,795$1,050.85+$8.0KJFBHF
5$41,365$15,927.25$17,584$1,125.74+$23.8KJFBHF
6$96,060$51,799.63$19,526$1,202.74+$76.5KJFBHF
7$327,630$224,845.67$21,628$1,281.69+$306.0KJFBHF
8$1,783,979$1,433,414.91$23,898$1,362.43+$1.76MJFBHF
9$16,497,821$14,588,963.56$26,347$1,444.79+$16.47MJFBHF
10$269,830,877$252,178,209.01$28,982$1,528.62+$269.80MJFBHF

JFBHF vs JEPI: Complete Analysis 2026

JFBHFStock

Jungfraubahn Holding AG, together with its subsidiaries, operates excursion railways and winter sports facilities in Jungfrau region, Switzerland. It operates through Jungfraujoch – Top of Europe, Winter Sports, Experience Mountains, and Other segments. The company's destinations include Jungfraujoch, Kleine Scheidegg-Männlichen, Grindelwald–First, Mürren-Schilthorn, Harder Kulm, and Winteregg-Mürren. It offers mountain railways and cableways to experience mountain and a range of winter sports facilities in the Jungfrau region; and operates a hydroelectric power station, restaurants, shops, and parking facilities. Jungfraubahn Holding AG is headquartered in Interlaken, Switzerland.

Full JFBHF 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.