Is NRSZX or JEPI a better dividend investment in 2026?

NRSZX currently yields 10.16% with a 5% 5-year dividend growth rate. JEPI yields 8.47% with 2.1% growth. The better choice depends on your goal: NRSZX offers higher current income.

What is the dividend yield difference between NRSZX and JEPI?

NRSZX has a forward dividend yield of 10.16% ($1.34/share annually). JEPI yields 8.47% ($4.76/share annually). The yield gap is 1.69 percentage points.

Home › Compare › NRSZX vs JEPI

NRSZX vs JEPI: Dividend Comparison 2026

NRSZX yields 10.16% · JEPI yields 8.47%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 NRSZX wins by $10.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

NRSZX

● Live price

10.16%

Share price

$13.16

Annual div

$1.34

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.2K

Annual income

$1,923.05

Full NRSZX calculator →

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.47%

Share price

$56.23

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.1K

Annual income

$1,548.00

Full JEPI calculator →

Portfolio growth — NRSZX vs JEPI

📍 NRSZX 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 Period	NRSZX	JEPI
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, NRSZX + JEPI cover 0 of 12 months — good coverage

Jan

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Mar

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Dec

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NRSZX 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.

NRSZX

Annual income on $10K today (after 15% tax)

$863.57/yr

After 10yr DRIP, annual income (after tax)

$1,634.59/yr

JEPI

Annual income on $10K today (after 15% tax)

$719.88/yr

After 10yr DRIP, annual income (after tax)

$1,315.80/yr

At 15% tax rate, NRSZX beats the other by $318.79/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

NRSZX: 50%JEPI: 50%

100% JEPI50/50100% NRSZX

Portfolio after 10yr

$34.1K

Annual income

$1,735.53/yr

Blended yield

5.08%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NRSZX buys

JEPI buys

Politician	Chamber	Ticker	Type	Amount	Date
Ro Khanna	🏢 House	$JEPI	▼ Sell	$1,001 - $15,000	2023-11-03
Max Miller	🏢 House	$JEPI	▼ Sell	$1,001 - $15,000	2023-10-06
Kevin Hern	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-10-06
Kevin Hern	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-09-07
Robert J. Wittman	🏢 House	$JEPI	▲ Buy	$1,001 - $15,000	2022-05-10
Kevin Hern	🏢 House	$JEPI	▲ Buy	$100,001 - $250,000	2021-07-30

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricNRSZXJEPI

Forward yield	10.16% ✓	8.47%
Annual dividend / share	$1.34	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$39.2K ✓	$29.1K
Annual income after 10y	$1,923.05 ✓	$1,548.00
Total dividends collected	$14.7K ✓	$11.8K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	NRSZX Portfolio	NRSZX Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1← crossover	$11,716	$1,015.97	$11,267	$846.92	+$449.00 → NRSZX
2	$13,649	$1,112.43	$12,656	$915.75	+$993.00 → NRSZX
3	$15,815	$1,211.15	$14,175	$987.18	+$1.6K → NRSZX
4	$18,234	$1,311.59	$15,831	$1,061.08	+$2.4K → NRSZX
5	$20,923	$1,413.25	$17,633	$1,137.31	+$3.3K → NRSZX
6	$23,904	$1,515.62	$19,590	$1,215.72	+$4.3K → NRSZX
7	$27,195	$1,618.22	$21,708	$1,296.16	+$5.5K → NRSZX
8	$30,819	$1,720.61	$23,999	$1,378.47	+$6.8K → NRSZX
9	$34,799	$1,822.35	$26,469	$1,462.47	+$8.3K → NRSZX
10	$39,158	$1,923.05	$29,129	$1,548.00	+$10.0K → NRSZX

NRSZX vs JEPI: Complete Analysis 2026

NRSZX — Stock

NexPoint Real Estate Strategies Fund primarily invests across multiple real estate sectors. The fund operates as an interval fund, which is a type of closed-end fund, and is sponsored by NexPoint Advisors, L.P. NexPoint is an alternative investment advisor.

Full NRSZX Calculator →

JEPI — ETF

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.