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OCDDY vs JEPI: Dividend Comparison 2026

OCDDY yields 42.11% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OCDDY wins by $230.9K in total portfolio value
10 years
OCDDY
OCDDY
● Live price
42.11%
Share price
$4.75
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$259.9K
Annual income
$45,817.36
Full OCDDY 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 — OCDDY vs JEPI

📍 OCDDY 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 PeriodOCDDYJEPI
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, OCDDY + JEPI cover 0 of 12 monthsgood coverage

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

OCDDY
Annual income on $10K today (after 15% tax)
$3,578.95/yr
After 10yr DRIP, annual income (after tax)
$38,944.76/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, OCDDY beats the other by $37,645.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OCDDY: 50%JEPI: 50%
100% JEPI50/50100% OCDDY
Portfolio after 10yr
$144.4K
Annual income
$23,672.99/yr
Blended yield
16.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCDDY buys
0
JEPI buys
0
No recent congressional trades found for OCDDY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCDDYJEPI
Forward yield42.11%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$259.9K$29.0K
Annual income after 10y$45,817.36$1,528.62
Total dividends collected$198.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOCDDY PortfolioOCDDY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,911$4,210.53$11,260$840.19+$3.7KOCDDY
2$21,822$5,867.40$12,641$907.94+$9.2KOCDDY
3$31,374$8,025.21$14,150$978.20+$17.2KOCDDY
4$44,354$10,783.52$15,795$1,050.85+$28.6KOCDDY
5$61,706$14,247.39$17,584$1,125.74+$44.1KOCDDY
6$84,550$18,524.52$19,526$1,202.74+$65.0KOCDDY
7$114,191$23,721.85$21,628$1,281.69+$92.6KOCDDY
8$152,126$29,941.97$23,898$1,362.43+$128.2KOCDDY
9$200,054$37,279.44$26,347$1,444.79+$173.7KOCDDY
10$259,875$45,817.36$28,982$1,528.62+$230.9KOCDDY

OCDDY vs JEPI: Complete Analysis 2026

OCDDYStock

Ocado Group plc operates as an online grocery retailer in the United Kingdom and internationally. The company operates through three segments: Ocado Retail, UK Solutions & Logistics, and International Solutions. It also sells general merchandise products on its Ocado.com; provides online retail solutions; and offers customer fulfillment centre and logistics services. The company was founded in 2000 and is headquartered in Hatfield, the United Kingdom.

Full OCDDY 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.