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NVFY vs JEPI: Dividend Comparison 2026

NVFY yields 32.36% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NVFY wins by $122.6K in total portfolio value
10 years
NVFY
NVFY
● Live price
32.36%
Share price
$6.18
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$151.6K
Annual income
$21,410.50
Full NVFY 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 — NVFY vs JEPI

📍 NVFY 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 PeriodNVFYJEPI
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, NVFY + JEPI cover 0 of 12 monthsgood coverage

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

NVFY
Annual income on $10K today (after 15% tax)
$2,750.81/yr
After 10yr DRIP, annual income (after tax)
$18,198.93/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, NVFY beats the other by $16,899.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NVFY: 50%JEPI: 50%
100% JEPI50/50100% NVFY
Portfolio after 10yr
$90.3K
Annual income
$11,469.56/yr
Blended yield
12.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NVFY buys
0
JEPI buys
0
No recent congressional trades found for NVFY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNVFYJEPI
Forward yield32.36%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$151.6K$29.0K
Annual income after 10y$21,410.50$1,528.62
Total dividends collected$106.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNVFY PortfolioNVFY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,936$3,236.25$11,260$840.19+$2.7KNVFY
2$19,127$4,215.06$12,641$907.94+$6.5KNVFY
3$25,872$5,406.51$14,150$978.20+$11.7KNVFY
4$34,518$6,834.77$15,795$1,050.85+$18.7KNVFY
5$45,457$8,522.22$17,584$1,125.74+$27.9KNVFY
6$59,127$10,488.64$19,526$1,202.74+$39.6KNVFY
7$76,017$12,750.46$21,628$1,281.69+$54.4KNVFY
8$96,658$15,320.15$23,898$1,362.43+$72.8KNVFY
9$121,630$18,205.74$26,347$1,444.79+$95.3KNVFY
10$151,554$21,410.50$28,982$1,528.62+$122.6KNVFY

NVFY vs JEPI: Complete Analysis 2026

NVFYStock

Nova LifeStyle, Inc., through its subsidiaries, designs, manufactures, markets, and sells residential and commercial furniture for middle and upper middle-income consumers worldwide. The company offers upholstered, wood, and metal-based furniture pieces for the living, dining, and bedrooms, as well as home offices. Its products include sofas, chairs, dining and coffee tables, beds, entertainment consoles, cabinets, and cupboards. The company also provides physiotherapeutic jade mats for use in therapy clinic, hospitality, and real estate projects. It distributes its products under the Diamond Sofa brand directly, as well as through internet sales and online marketing campaigns, and participation in exhibitions and trade shows primarily to furniture distributors and retailers. The company was formerly known as Stevens Resources, Inc. Nova LifeStyle, Inc. was founded in 2003 and is headquartered in Commerce, California.

Full NVFY 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.