HomeCompareJFNNX vs JEPI

JFNNX vs JEPI: Dividend Comparison 2026

JFNNX yields 4.84% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $1.5K in total portfolio value
10 years
JFNNX
JFNNX
● Live price
4.84%
Share price
$77.85
Annual div
$3.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$659.11
Full JFNNX 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 — JFNNX vs JEPI

📍 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 PeriodJFNNXJEPI
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, JFNNX + JEPI cover 0 of 12 monthsgood coverage

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

JFNNX
Annual income on $10K today (after 15% tax)
$411.09/yr
After 10yr DRIP, annual income (after tax)
$560.24/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, JEPI beats the other by $739.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFNNX: 50%JEPI: 50%
100% JEPI50/50100% JFNNX
Portfolio after 10yr
$28.2K
Annual income
$1,093.87/yr
Blended yield
3.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFNNX buys
0
JEPI buys
0
No recent congressional trades found for JFNNX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFNNXJEPI
Forward yield4.84%8.40%
Annual dividend / share$3.77$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$29.0K
Annual income after 10y$659.11$1,528.62
Total dividends collected$5.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJFNNX PortfolioJFNNX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,184$483.64$11,260$840.19$76.00JEPI
2$12,472$505.50$12,641$907.94$169.00JEPI
3$13,872$526.85$14,150$978.20$278.00JEPI
4$15,391$547.65$15,795$1,050.85$404.00JEPI
5$17,036$567.86$17,584$1,125.74$548.00JEPI
6$18,816$587.44$19,526$1,202.74$710.00JEPI
7$20,739$606.37$21,628$1,281.69$889.00JEPI
8$22,816$624.64$23,898$1,362.43$1.1KJEPI
9$25,055$642.22$26,347$1,444.79$1.3KJEPI
10$27,468$659.11$28,982$1,528.62$1.5KJEPI

JFNNX vs JEPI: Complete Analysis 2026

JFNNXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio managers believe have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JFNNX 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.