HomeCompareJXHLY vs JEPI

JXHLY vs JEPI: Dividend Comparison 2026

JXHLY yields 0.78% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.8K in total portfolio value
10 years
JXHLY
JXHLY
● Live price
0.78%
Share price
$20.30
Annual div
$0.16
5Y div CAGR
15.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.2K
Annual income
$359.57
Full JXHLY 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 — JXHLY vs JEPI

📍 JEPI pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJXHLYJEPI
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%.
📅

Dividend Calendar Overlap

Combined, JXHLY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JXHLY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JXHLY
Annual income on $10K today (after 15% tax)
$66.37/yr
After 10yr DRIP, annual income (after tax)
$305.63/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 $993.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JXHLY: 50%JEPI: 50%
100% JEPI50/50100% JXHLY
Portfolio after 10yr
$25.6K
Annual income
$944.09/yr
Blended yield
3.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JXHLY buys
0
JEPI buys
0
No recent congressional trades found for JXHLY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJXHLYJEPI
Forward yield0.78%8.40%
Annual dividend / share$0.16$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR15.3%0%
Portfolio after 10y$22.2K$29.0K
Annual income after 10y$359.57$1,528.62
Total dividends collected$2.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJXHLY PortfolioJXHLY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,790$90.03$11,260$840.19$470.00JEPI
2$11,650$104.68$12,641$907.94$991.00JEPI
3$12,587$121.79$14,150$978.20$1.6KJEPI
4$13,610$141.80$15,795$1,050.85$2.2KJEPI
5$14,728$165.22$17,584$1,125.74$2.9KJEPI
6$15,952$192.66$19,526$1,202.74$3.6KJEPI
7$17,293$224.85$21,628$1,281.69$4.3KJEPI
8$18,766$262.67$23,898$1,362.43$5.1KJEPI
9$20,387$307.15$26,347$1,444.79$6.0KJEPI
10$22,174$359.57$28,982$1,528.62$6.8KJEPI

JXHLY vs JEPI: Complete Analysis 2026

JXHLYStock

ENEOS Holdings, Inc., through its subsidiaries, engages in the energy, oil and natural gas exploration and production (E&P), and metals businesses Japan, China, and internationally. The company operates through Energy, Oil and Natural Gas E&P, Metals, and Other segments. It manufactures and sells petroleum products, including gasoline, kerosene, lubricants, etc., as well as petrochemicals; and offers crude oil, natural gas, and copper concentrates. In addition, the company offers non-ferrous metal products, including electrolytic coppers, functional materials, and thin-film materials. Further, the company develops and explores non-ferrous metal resources and products; recycles industrial waste treatment, titanium, and electric wires. Additionally, the company offers copper foils, precision rolled, and precision-fabricated products. Furthermore, it engages in the asphalt paving, civil engineering, construction, land transportation, and real estate leasing business. It is engaged in the sales of mineral resources; and researching, studying, evaluating, designing and planning, and consulting services. ENEOS Holdings, Inc. was founded in 1888 and is headquartered in Tokyo, Japan.

Full JXHLY 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 →
📬

Get this JXHLY vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JXHLY vs SCHDJXHLY vs OJXHLY vs KOJXHLY vs MAINJXHLY vs JEPQJXHLY vs XYLDJXHLY vs DIVOJXHLY vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.