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PPHI vs JEPI: Dividend Comparison 2026

PPHI yields 14.75% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PPHI wins by $23.7K in total portfolio value
10 years
PPHI
PPHI
● Live price
14.75%
Share price
$7.50
Annual div
$1.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$52.6K
Annual income
$3,671.62
Full PPHI 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 — PPHI vs JEPI

📍 PPHI 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 PeriodPPHIJEPI
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, PPHI + JEPI cover 0 of 12 monthsgood coverage

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

PPHI
Annual income on $10K today (after 15% tax)
$1,253.86/yr
After 10yr DRIP, annual income (after tax)
$3,120.88/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, PPHI beats the other by $1,821.55/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

PPHI: 50%JEPI: 50%
100% JEPI50/50100% PPHI
Portfolio after 10yr
$40.8K
Annual income
$2,600.12/yr
Blended yield
6.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PPHI buys
0
JEPI buys
0
No recent congressional trades found for PPHI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPPHIJEPI
Forward yield14.75%8.40%
Annual dividend / share$1.11$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$52.6K$29.0K
Annual income after 10y$3,671.62$1,528.62
Total dividends collected$25.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPPHI PortfolioPPHI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,175$1,475.13$11,260$840.19+$915.00PPHI
2$14,706$1,678.50$12,641$907.94+$2.1KPPHI
3$17,630$1,894.76$14,150$978.20+$3.5KPPHI
4$20,987$2,122.92$15,795$1,050.85+$5.2KPPHI
5$24,818$2,361.83$17,584$1,125.74+$7.2KPPHI
6$29,166$2,610.23$19,526$1,202.74+$9.6KPPHI
7$34,074$2,866.81$21,628$1,281.69+$12.4KPPHI
8$39,589$3,130.16$23,898$1,362.43+$15.7KPPHI
9$45,759$3,398.90$26,347$1,444.79+$19.4KPPHI
10$52,634$3,671.62$28,982$1,528.62+$23.7KPPHI

PPHI vs JEPI: Complete Analysis 2026

PPHIStock

Positive Physicians Holdings, Inc., through its subsidiary Positive Physicians Insurance Company, provides medical malpractice insurance. The company underwrites claims-made, claims-made plus, tail, and occurrence-based medical professional liability coverage for physicians, corporations, medical groups, clinics, and allied healthcare providers. It sells its medical professional liability insurance products through approximately 82 retail producers in the territories of Pennsylvania, New Jersey, Ohio, Delaware, Maryland, South Carolina, Michigan, Florida, and Texas. The company was founded in 2002 and is based in Berwyn, Pennsylvania. Positive Physicians Holdings, Inc. is a subsidiary of Insurance Capital Group, LLC.

Full PPHI 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.