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OTSKY vs JEPI: Dividend Comparison 2026

OTSKY yields 1.24% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OTSKY wins by $6.2K in total portfolio value· pulled ahead in Year 8
10 years
OTSKY
OTSKY
● Live price
1.24%
Share price
$35.37
Annual div
$0.44
5Y div CAGR
36.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$4,430.24
Full OTSKY 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 — OTSKY vs JEPI

📍 OTSKY pulled ahead of the other in Year 8

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 PeriodOTSKYJEPI
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, OTSKY + JEPI cover 0 of 12 monthsgood coverage

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

OTSKY
Annual income on $10K today (after 15% tax)
$105.74/yr
After 10yr DRIP, annual income (after tax)
$3,765.70/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, OTSKY beats the other by $2,466.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OTSKY: 50%JEPI: 50%
100% JEPI50/50100% OTSKY
Portfolio after 10yr
$32.1K
Annual income
$2,979.43/yr
Blended yield
9.29%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on OTSKY right now

OTSKY
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
5.2
Piotroski
6/9
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)

OTSKY buys
0
JEPI buys
0
No recent congressional trades found for OTSKY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOTSKYJEPI
Forward yield1.24%8.40%
Annual dividend / share$0.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR36.7%0%
Portfolio after 10y$35.2K$29.0K
Annual income after 10y$4,430.24$1,528.62
Total dividends collected$13.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOTSKY PortfolioOTSKY Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,870$170.05$11,260$840.19$390.00JEPI
2$11,867$236.16$12,641$907.94$774.00JEPI
3$13,027$329.38$14,150$978.20$1.1KJEPI
4$14,401$461.95$15,795$1,050.85$1.4KJEPI
5$16,062$652.41$17,584$1,125.74$1.5KJEPI
6$18,115$929.60$19,526$1,202.74$1.4KJEPI
7$20,723$1,339.50$21,628$1,281.69$905.00JEPI
8← crossover$24,131$1,957.64$23,898$1,362.43+$233.00OTSKY
9$28,733$2,912.35$26,347$1,444.79+$2.4KOTSKY
10$35,174$4,430.24$28,982$1,528.62+$6.2KOTSKY

OTSKY vs JEPI: Complete Analysis 2026

OTSKYStock

Otsuka Holdings Co., Ltd. engages in pharmaceuticals, nutraceuticals, consumer products, and other businesses worldwide. The company develops pharmaceutical products in the fields of oncology, cardiovascular system, renal system, digestive system, ophthalmology, diagnostics, and intravenous solutions, as well as medical devices businesses. It also provides EQUELLE, a product for women's health and beauty; BODYMAINTÉ Jelly, a conditioning food product; BODYMAINTÉ Drink, a drinkable-liquid; POCARI SWEAT, a drink; Calorie Mate, a nutritional food; OS-1, an oral rehydration solution; HINEX-R, a concentrated liquid diet; and Oronine H Ointment, a household antiseptic medicine. In addition, the company offers soft drinks, food products, and wines; chemicals; clinical testing and medical equipment; cosmetics; warehousing and transport services; analysis and measurement equipment; pharmaceutical intermediates; vehicle headlight testers; synthetic resin molded products; paper products; artificial turf; ceramic boards, ceramic walls, reliefs, terracotta, OT ceramics, and ceramic portraits and sign boards; functional films; stable isotopes; software and services to enhance management of mental healthcare systems; potassium titanate; polyolefin foams; spring and mineral water; industrial chemicals; hydrazine; insecticide and toiletry products; and adhesive tapes. Further, it operates a hotel. Otsuka Holdings Co., Ltd. was founded in 1921 and is based in Tokyo, Japan.

Full OTSKY 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.