HomeCompareNBFR vs JEPI

NBFR vs JEPI: Dividend Comparison 2026

NBFR yields 8.31% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NBFR wins by $5.3K in total portfolio value
10 years
NBFR
NBFR
● Live price
8.31%
Share price
$24.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,404.99
Full NBFR calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — NBFR vs JEPI

📍 NBFR 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 PeriodNBFRJEPI
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, NBFR + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NBFR
Annual income on $10K today (after 15% tax)
$706.27/yr
After 10yr DRIP, annual income (after tax)
$1,194.24/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $143.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NBFR: 50%JEPI: 50%
100% JEPI50/50100% NBFR
Portfolio after 10yr
$32.0K
Annual income
$1,489.32/yr
Blended yield
4.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NBFR buys
0
JEPI buys
0
No recent congressional trades found for NBFR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNBFRJEPI
Forward yield8.31%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.7K$29.3K
Annual income after 10y$1,404.99$1,573.67
Total dividends collected$11.2K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNBFR PortfolioNBFR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,531$830.91$11,276$855.74+$255.00NBFR
2$13,234$895.43$12,675$926.02+$559.00NBFR
3$15,120$960.42$14,207$999.01+$913.00NBFR
4$17,204$1,025.56$15,878$1,074.57+$1.3KNBFR
5$19,499$1,090.57$17,697$1,152.57+$1.8KNBFR
6$22,019$1,155.18$19,674$1,232.87+$2.3KNBFR
7$24,780$1,219.14$21,815$1,315.29+$3.0KNBFR
8$27,797$1,282.22$24,131$1,399.68+$3.7KNBFR
9$31,087$1,344.23$26,630$1,485.86+$4.5KNBFR
10$34,668$1,404.99$29,323$1,573.67+$5.3KNBFR

NBFR vs JEPI: Complete Analysis 2026

NBFRStock

The Innovator Nasdaq-100 Managed 10 Buffer ETF is actively managed by Parametric and designed to provide Nasdaq-100 equity exposure with reduced volatility, while seeking to protect the fund against 10%-14% of reference asset losses.

Full NBFR 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.