HomeCompareNYUKF vs JEPI

NYUKF vs JEPI: Dividend Comparison 2026

NYUKF yields 2.45% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NYUKF wins by $157.40M in total portfolio value· pulled ahead in Year 2
10 years
NYUKF
NYUKF
● Live price
2.45%
Share price
$32.32
Annual div
$0.79
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$157.43M
Annual income
$145,969,416.30
Full NYUKF 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 — NYUKF vs JEPI

📍 NYUKF pulled ahead of the other in Year 2

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 PeriodNYUKFJEPI
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, NYUKF + JEPI cover 0 of 12 monthsgood coverage

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

NYUKF
Annual income on $10K today (after 15% tax)
$207.94/yr
After 10yr DRIP, annual income (after tax)
$124,074,003.86/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, NYUKF beats the other by $124,072,704.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NYUKF: 50%JEPI: 50%
100% JEPI50/50100% NYUKF
Portfolio after 10yr
$78.73M
Annual income
$72,985,472.46/yr
Blended yield
92.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NYUKF buys
0
JEPI buys
0
No recent congressional trades found for NYUKF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNYUKFJEPI
Forward yield2.45%8.40%
Annual dividend / share$0.79$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$157.43M$29.0K
Annual income after 10y$145,969,416.30$1,528.62
Total dividends collected$156.55M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNYUKF PortfolioNYUKF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,189$489.27$11,260$840.19$71.00JEPI
2← crossover$12,996$1,023.29$12,641$907.94+$355.00NYUKF
3$16,127$2,221.50$14,150$978.20+$2.0KNYUKF
4$22,409$5,152.80$15,795$1,050.85+$6.6KNYUKF
5$37,360$13,382.96$17,584$1,125.74+$19.8KNYUKF
6$81,681$41,705.32$19,526$1,202.74+$62.2KNYUKF
7$257,829$170,430.67$21,628$1,281.69+$236.2KNYUKF
8$1,281,432$1,005,555.18$23,898$1,362.43+$1.26MNYUKF
9$10,712,616$9,341,482.88$26,347$1,444.79+$10.69MNYUKF
10$157,431,915$145,969,416.30$28,982$1,528.62+$157.40MNYUKF

NYUKF vs JEPI: Complete Analysis 2026

NYUKFStock

Nippon Yusen Kabushiki Kaisha provides marine, land, and air transportation services worldwide. The company offers various logistics services, including liner trading services, such as container shipping, and terminal and stevedoring services for containerships, car carriers, and cruise ships; and air cargo transportation services. It also provides bulk shipping services comprising transport services for finished automobiles, heavy construction machines, and used cars; transportation services for bulk freight, which include iron ore, coal, and wood chips; and transportation services for crude oil, petroleum products, chemicals, LNG, LPG, and ammonia for oil, petrochemical, and energy companies. In addition, the company is involved in the upstream areas of the supply chain for oil and natural gas. Further, it operates Asuka II, a luxury cruise ship; and manages commercial and residential buildings. Nippon Yusen Kabushiki Kaisha was incorporated in 1885 and is headquartered in Tokyo, Japan.

Full NYUKF 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.