HomeCompareOCIP vs JEPI

OCIP vs JEPI: Dividend Comparison 2026

OCIP yields 17.47% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OCIP wins by $33.1K in total portfolio value
10 years
OCIP
OCIP
● Live price
17.47%
Share price
$11.45
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$62.4K
Annual income
$5,091.90
Full OCIP 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 — OCIP vs JEPI

📍 OCIP 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 PeriodOCIPJEPI
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, OCIP + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OCIP
Annual income on $10K today (after 15% tax)
$1,484.72/yr
After 10yr DRIP, annual income (after tax)
$4,328.12/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, OCIP beats the other by $2,990.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OCIP: 50%JEPI: 50%
100% JEPI50/50100% OCIP
Portfolio after 10yr
$45.9K
Annual income
$3,332.78/yr
Blended yield
7.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCIP buys
0
JEPI buys
0
No recent congressional trades found for OCIP or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCIPJEPI
Forward yield17.47%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$62.4K$29.3K
Annual income after 10y$5,091.90$1,573.67
Total dividends collected$33.0K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOCIP PortfolioOCIP Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,447$1,746.72$11,276$855.74+$1.2KOCIP
2$15,350$2,031.87$12,675$926.02+$2.7KOCIP
3$18,766$2,341.86$14,207$999.01+$4.6KOCIP
4$22,756$2,675.78$15,878$1,074.57+$6.9KOCIP
5$27,381$3,032.34$17,697$1,152.57+$9.7KOCIP
6$32,708$3,409.99$19,674$1,232.87+$13.0KOCIP
7$38,804$3,806.88$21,815$1,315.29+$17.0KOCIP
8$45,741$4,220.98$24,131$1,399.68+$21.6KOCIP
9$53,593$4,650.09$26,630$1,485.86+$27.0KOCIP
10$62,437$5,091.90$29,323$1,573.67+$33.1KOCIP

OCIP vs JEPI: Complete Analysis 2026

OCIPStock

OCIP is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in OCIP shares.

Full OCIP 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.