HomeCompareNFX vs JEPI

NFX vs JEPI: Dividend Comparison 2026

NFX yields 11.72% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NFX wins by $14.3K in total portfolio value
10 years
NFX
NFX
● Live price
11.72%
Share price
$17.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.3K
Annual income
$2,435.81
Full NFX 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 — NFX vs JEPI

📍 NFX 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 PeriodNFXJEPI
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, NFX + JEPI cover 0 of 12 monthsgood coverage

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

NFX
Annual income on $10K today (after 15% tax)
$995.90/yr
After 10yr DRIP, annual income (after tax)
$2,070.44/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, NFX beats the other by $771.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NFX: 50%JEPI: 50%
100% JEPI50/50100% NFX
Portfolio after 10yr
$36.2K
Annual income
$1,982.22/yr
Blended yield
5.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NFX buys
0
JEPI buys
0
No recent congressional trades found for NFX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNFXJEPI
Forward yield11.72%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$43.3K$29.0K
Annual income after 10y$2,435.81$1,528.62
Total dividends collected$17.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNFX PortfolioNFX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,872$1,171.65$11,260$840.19+$612.00NFX
2$14,003$1,299.94$12,641$907.94+$1.4KNFX
3$16,416$1,432.97$14,150$978.20+$2.3KNFX
4$19,135$1,570.02$15,795$1,050.85+$3.3KNFX
5$22,185$1,710.36$17,584$1,125.74+$4.6KNFX
6$25,591$1,853.24$19,526$1,202.74+$6.1KNFX
7$29,380$1,997.92$21,628$1,281.69+$7.8KNFX
8$33,580$2,143.70$23,898$1,362.43+$9.7KNFX
9$38,221$2,289.88$26,347$1,444.79+$11.9KNFX
10$43,332$2,435.81$28,982$1,528.62+$14.3KNFX

NFX vs JEPI: Complete Analysis 2026

NFXStock

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

Full NFX 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.