HomeCompareOUSA vs JEPI

OUSA vs JEPI: Dividend Comparison 2026

OUSA yields 1.47% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $7.5K in total portfolio value
10 years
OUSA
OUSA
● Live price
1.47%
Share price
$55.55
Annual div
$0.82
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.8K
Annual income
$161.37
Full OUSA 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 — OUSA vs JEPI

📍 JEPI 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 PeriodOUSAJEPI
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, OUSA + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OUSA
Annual income on $10K today (after 15% tax)
$124.72/yr
After 10yr DRIP, annual income (after tax)
$137.16/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, JEPI beats the other by $1,200.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OUSA: 50%JEPI: 50%
100% JEPI50/50100% OUSA
Portfolio after 10yr
$25.6K
Annual income
$867.51/yr
Blended yield
3.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OUSA buys
0
JEPI buys
0
No recent congressional trades found for OUSA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOUSAJEPI
Forward yield1.47%8.56%
Annual dividend / share$0.82$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.8K$29.3K
Annual income after 10y$161.37$1,573.67
Total dividends collected$1.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOUSA PortfolioOUSA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,847$146.73$11,276$855.74$429.00JEPI
2$11,755$148.74$12,675$926.02$920.00JEPI
3$12,728$150.65$14,207$999.01$1.5KJEPI
4$13,772$152.46$15,878$1,074.57$2.1KJEPI
5$14,890$154.16$17,697$1,152.57$2.8KJEPI
6$16,088$155.78$19,674$1,232.87$3.6KJEPI
7$17,371$157.30$21,815$1,315.29$4.4KJEPI
8$18,746$158.74$24,131$1,399.68$5.4KJEPI
9$20,218$160.09$26,630$1,485.86$6.4KJEPI
10$21,795$161.37$29,323$1,573.67$7.5KJEPI

OUSA vs JEPI: Complete Analysis 2026

OUSAStock

The ALPS | O’Shares U.S. Quality Dividend ETF (OUSA) seeks to track the performance (before fees and expenses) of the O’Shares U.S. Quality Dividend Index (OUSAX).

Full OUSA 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.