HomeCompareNVTA vs JEPI

NVTA vs JEPI: Dividend Comparison 2026

NVTA yields 10526.32% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NVTA wins by $91421458538285344.00M in total portfolio value
10 years
NVTA
NVTA
● Live price
10526.32%
Share price
$0.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$91421458538285344.00M
Annual income
$89,744,322,218,307,970,000,000.00
Full NVTA 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 — NVTA vs JEPI

📍 NVTA pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodNVTAJEPI
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%.
📅

Dividend Calendar Overlap

Combined, NVTA + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NVTA
Annual income on $10K today (after 15% tax)
$894,736.84/yr
After 10yr DRIP, annual income (after tax)
$76,282,673,885,561,770,000,000.00/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, NVTA beats the other by $76,282,673,885,561,770,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NVTA: 50%JEPI: 50%
100% JEPI50/50100% NVTA
Portfolio after 10yr
$45710729269142672.00M
Annual income
$44,872,161,109,153,986,000,000.00/yr
Blended yield
98.17%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

NVTA
Analyst Ratings
4
Buy
6
Hold
5
Sell
Consensus: Hold
Price Target
$9.75
+51215.8% upside vs current
Range: $2.25 — $17.00
Altman Z
-23.1
Piotroski
4/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NVTA buys
0
JEPI buys
0
No recent congressional trades found for NVTA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNVTAJEPI
Forward yield10526.32%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$91421458538285344.00M$29.3K
Annual income after 10y$89,744,322,218,307,970,000,000.00$1,573.67
Total dividends collected$91309952364754128.00M$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNVTA PortfolioNVTA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$1,063,332$1,052,631.58$11,276$855.74+$1.05MNVTA
2$105,744,905$104,607,140.08$12,675$926.02+$105.73MNVTA
3$9,835,430,757$9,722,283,708.79$14,207$999.01+$9835.42MNVTA
4$855,644,041,989$845,120,131,078.84$15,878$1,074.57+$855644.03MNVTA
5$69,627,827,846,009$68,712,288,721,080.95$17,697$1,152.57+$69627827.83MNVTA
6$5,300,152,192,813,391$5,225,650,417,018,161.00$19,674$1,232.87+$5300152192.79MNVTA
7$377,430,657,448,967,200$371,759,494,602,656,830.00$21,815$1,315.29+$377430657448.95MNVTA
8$25,145,413,383,015,215,000$24,741,562,579,544,820,000.00$24,131$1,399.68+$25145413383015.19MNVTA
9$1,567,417,121,474,185,500,000$1,540,511,529,154,359,300,000.00$26,630$1,485.86+$1567417121474185.50MNVTA
10$91,421,458,538,285,340,000,000$89,744,322,218,307,970,000,000.00$29,323$1,573.67+$91421458538285344.00MNVTA

NVTA vs JEPI: Complete Analysis 2026

NVTAStock

Invitae Corporation, a medical genetics company, integrates genetic information into mainstream medicine to improve healthcare of people in the United States, Canada, and internationally. The company offers genetic tests in various clinical areas, including hereditary cancer, cardiology, neurology, pediatrics, oncology, metabolic conditions, and rare diseases; digital health solutions; and health data services. It serves patients, healthcare providers, biopharma companies, and other partners. The company was formerly known as Locus Development, Inc. and changed its name to Invitae Corporation in 2012. Invitae Corporation was incorporated in 2010 and is headquartered in San Francisco, California.

Full NVTA 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.