HomeCompareNDVLY vs JEPI

NDVLY vs JEPI: Dividend Comparison 2026

NDVLY yields 26.00% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $3.6K in total portfolio value· pulled ahead in Year 6
10 years
NDVLY
NDVLY
● Live price
26.00%
Share price
$0.50
Annual div
$0.13
5Y div CAGR
-45.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$7.49
Full NDVLY 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 — NDVLY vs JEPI

📍 JEPI pulled ahead of the other in Year 6

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 PeriodNDVLYJEPI
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, NDVLY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NDVLY
Annual income on $10K today (after 15% tax)
$2,210.00/yr
After 10yr DRIP, annual income (after tax)
$6.37/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 $1,292.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NDVLY: 50%JEPI: 50%
100% JEPI50/50100% NDVLY
Portfolio after 10yr
$27.2K
Annual income
$768.05/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NDVLY buys
0
JEPI buys
0
No recent congressional trades found for NDVLY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNDVLYJEPI
Forward yield26.00%8.40%
Annual dividend / share$0.13$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-45.7%0%
Portfolio after 10y$25.4K$29.0K
Annual income after 10y$7.49$1,528.62
Total dividends collected$3.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNDVLY PortfolioNDVLY Income/yrJEPI PortfolioJEPI Income/yrGap
1$12,112$1,411.80$11,260$840.19+$852.00NDVLY
2$13,827$867.76$12,641$907.94+$1.2KNDVLY
3$15,298$502.74$14,150$978.20+$1.1KNDVLY
4$16,651$282.27$15,795$1,050.85+$856.00NDVLY
5$17,973$155.91$17,584$1,125.74+$389.00NDVLY
6← crossover$19,316$85.40$19,526$1,202.74$210.00JEPI
7$20,715$46.58$21,628$1,281.69$913.00JEPI
8$22,190$25.35$23,898$1,362.43$1.7KJEPI
9$23,757$13.78$26,347$1,444.79$2.6KJEPI
10$25,428$7.49$28,982$1,528.62$3.6KJEPI

NDVLY vs JEPI: Complete Analysis 2026

NDVLYStock

New World Development Company Limited, an investment holding company, engages in the property development and investment business in Hong Kong and internationally. Its property portfolio comprises residential, retail, office, and industrial properties. The company also provides commercial aircraft leasing services; operates expressways; and constructs residential and commercial projects, as well as provides protection and savings-related life and medical insurance products. In addition, it is involved in the duty-free operation and general trading, civil engineering, loyalty program, marketing, promotion, fashion retailing and trading, and piling and ground investigation businesses; development and operation of sports park; operation of household goods shop and convenience store; sale of LED lighting products and systems; and trading of telecommunication system integration products. Further, the company manages Hong Kong Convention and Exhibition Centre; operates hotels, golf and tennis academies, and shopping malls; operates department stores; and provides information technology, healthcare, training course, ticketing, financial, project management, management, advertising and media related, business and investment consultancy, franchised and non-franchised bus, estate agency, wellness and rehabilitation, endoscopic, carpark management, supply chain management, and catering services, as well as property agency, management, and consultancy services. Additionally, the company undertakes façade and foundation works; and offers elderly residential and nursing care services. As of June 30, 2021, the company had a total of 18 hotel properties with approximately 7,503 rooms in Hong Kong, Mainland China, and the Southeast Asia. New World Development Company Limited was founded in 1970 and is headquartered in Central, Hong Kong.

Full NDVLY 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.