HomeCompareOTSKF vs JEPI

OTSKF vs JEPI: Dividend Comparison 2026

OTSKF yields 1.29% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OTSKF wins by $1.5K in total portfolio value· pulled ahead in Year 10
10 years
OTSKF
OTSKF
● Live price
1.29%
Share price
$70.34
Annual div
$0.91
5Y div CAGR
30.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$2,626.27
Full OTSKF 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 — OTSKF vs JEPI

📍 OTSKF pulled ahead of the other in Year 10

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 PeriodOTSKFJEPI
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, OTSKF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OTSKF
Annual income on $10K today (after 15% tax)
$109.97/yr
After 10yr DRIP, annual income (after tax)
$2,232.33/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, OTSKF beats the other by $933.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OTSKF: 50%JEPI: 50%
100% JEPI50/50100% OTSKF
Portfolio after 10yr
$29.7K
Annual income
$2,077.44/yr
Blended yield
6.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OTSKF buys
0
JEPI buys
0
No recent congressional trades found for OTSKF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOTSKFJEPI
Forward yield1.29%8.40%
Annual dividend / share$0.91$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR30.5%0%
Portfolio after 10y$30.5K$29.0K
Annual income after 10y$2,626.27$1,528.62
Total dividends collected$9.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOTSKF PortfolioOTSKF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,869$168.83$11,260$840.19$391.00JEPI
2$11,853$223.80$12,641$907.94$788.00JEPI
3$12,981$297.68$14,150$978.20$1.2KJEPI
4$14,287$397.59$15,795$1,050.85$1.5KJEPI
5$15,821$533.70$17,584$1,125.74$1.8KJEPI
6$17,649$720.80$19,526$1,202.74$1.9KJEPI
7$19,865$980.70$21,628$1,281.69$1.8KJEPI
8$22,602$1,346.27$23,898$1,362.43$1.3KJEPI
9$26,052$1,868.16$26,347$1,444.79$295.00JEPI
10← crossover$30,502$2,626.27$28,982$1,528.62+$1.5KOTSKF

OTSKF vs JEPI: Complete Analysis 2026

OTSKFStock

Otsuka Holdings Co., Ltd. engages in pharmaceuticals, nutraceuticals, consumer products, and other businesses worldwide. The company develops pharmaceutical products in the fields of psychiatry, neurology, oncology, cardiovascular and renal system, digestive system, ophthalmology, diagnostics, and intravenous solutions, as well as medical devices businesses. It also provides BODYMAINTÉ Jelly, a conditioning food product; BODYMAINTÉ Drink, a conditioning beverage; EQUELLE and EQUELLE Gelée, which supports women's health and beauty; POCARI SWEAT, a drink; Calorie Mate, a nutritional food; and OS-1, an oral rehydration solution. In addition, the company offers soft drinks, food products, and wines; clinical testing and medical equipment; cosmetics; warehousing and transport services; chemical products; travel agency services; analysis and measurement equipment; pharmaceutical intermediates; testing equipment, such as vehicle headlight testers; synthetic resin molded products; venture capital services; paper products; artificial turf; ceramic boards, ceramic board masterpiece arts, ceramic walls, reliefs, terracotta, OT ceramics, and ceramic portraits and sign boards; functional films; IT solution services; insecticides and toiletry products; and flaky titanate and special compounds. Further, it provides infusion and clinical nutrition products; Xenotransplantation products; hydrazine; plant-based food products, including cheese alternatives, dressings, and desserts; stable isotopes; software and services to enhance management of mental healthcare systems; products for urinary tract health; potassium titanate; bio-pesticides; functional and dietetic foods; spring and mineral water; industrial chemicals; polyolefin foams; anticancer drugs; and adhesive tapes. Additionally, the company operates a hotel. Otsuka Holdings Co., Ltd. was founded in 1921 and is based in Tokyo, Japan.

Full OTSKF 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.