HomeCompareKLDX vs JEPI

KLDX vs JEPI: Dividend Comparison 2026

KLDX yields 92.59% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KLDX wins by $2.84M in total portfolio value
10 years
KLDX
KLDX
● Live price
92.59%
Share price
$2.16
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.86M
Annual income
$916,669.25
Full KLDX 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 — KLDX vs JEPI

📍 KLDX 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 PeriodKLDXJEPI
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, KLDX + JEPI cover 0 of 12 monthsgood coverage

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

KLDX
Annual income on $10K today (after 15% tax)
$7,870.37/yr
After 10yr DRIP, annual income (after tax)
$779,168.86/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, KLDX beats the other by $777,869.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KLDX: 50%JEPI: 50%
100% JEPI50/50100% KLDX
Portfolio after 10yr
$1.45M
Annual income
$459,098.93/yr
Blended yield
31.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KLDX buys
0
JEPI buys
0
No recent congressional trades found for KLDX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKLDXJEPI
Forward yield92.59%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$2.86M$29.0K
Annual income after 10y$916,669.25$1,528.62
Total dividends collected$2.54M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearKLDX PortfolioKLDX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$19,959$9,259.26$11,260$840.19+$8.7KKLDX
2$38,628$17,271.77$12,641$907.94+$26.0KKLDX
3$72,572$31,240.14$14,150$978.20+$58.4KKLDX
4$132,505$54,852.41$15,795$1,050.85+$116.7KKLDX
5$235,379$93,599.30$17,584$1,125.74+$217.8KKLDX
6$407,247$155,390.98$19,526$1,202.74+$387.7KKLDX
7$687,019$251,264.65$21,628$1,281.69+$665.4KKLDX
8$1,131,259$396,148.91$23,898$1,362.43+$1.11MKLDX
9$1,820,080$609,632.50$26,347$1,444.79+$1.79MKLDX
10$2,864,155$916,669.25$28,982$1,528.62+$2.84MKLDX

KLDX vs JEPI: Complete Analysis 2026

KLDXStock

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

Full KLDX 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.