HomeCompareKOCT vs JEPI

KOCT vs JEPI: Dividend Comparison 2026

KOCT yields 5.89% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KOCT wins by $521.00 in total portfolio value
10 years
KOCT
KOCT
● Live price
5.89%
Share price
$33.94
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.5K
Annual income
$858.19
Full KOCT 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 — KOCT vs JEPI

📍 KOCT 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 PeriodKOCTJEPI
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, KOCT + JEPI cover 0 of 12 monthsgood coverage

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

KOCT
Annual income on $10K today (after 15% tax)
$500.96/yr
After 10yr DRIP, annual income (after tax)
$729.46/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 $569.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KOCT: 50%JEPI: 50%
100% JEPI50/50100% KOCT
Portfolio after 10yr
$29.2K
Annual income
$1,193.41/yr
Blended yield
4.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KOCT buys
0
JEPI buys
0
No recent congressional trades found for KOCT or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKOCTJEPI
Forward yield5.89%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$29.5K$29.0K
Annual income after 10y$858.19$1,528.62
Total dividends collected$7.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearKOCT PortfolioKOCT Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,289$589.36$11,260$840.19+$29.00KOCT
2$12,701$621.82$12,641$907.94+$60.00KOCT
3$14,244$653.83$14,150$978.20+$94.00KOCT
4$15,927$685.29$15,795$1,050.85+$132.00KOCT
5$17,758$716.10$17,584$1,125.74+$174.00KOCT
6$19,747$746.19$19,526$1,202.74+$221.00KOCT
7$21,905$775.50$21,628$1,281.69+$277.00KOCT
8$24,242$803.96$23,898$1,362.43+$344.00KOCT
9$26,771$831.54$26,347$1,444.79+$424.00KOCT
10$29,503$858.19$28,982$1,528.62+$521.00KOCT

KOCT vs JEPI: Complete Analysis 2026

KOCTStock

The Innovator U.S. Small Cap Power Buffer ETF seeks to track the return of the iShares Russell 2000 ETF (IWM), up to a predetermined cap, while buffering investors against the first 15% of losses over the outcome period, before fees and expenses. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.

Full KOCT 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.