HomeCompareQLDY vs JEPI

QLDY vs JEPI: Dividend Comparison 2026

QLDY yields 16.58% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 QLDY wins by $30.1K in total portfolio value
10 years
QLDY
QLDY
● Live price
16.58%
Share price
$38.85
Annual div
$6.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.1K
Annual income
$4,589.76
Full QLDY 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 — QLDY vs JEPI

📍 QLDY 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 PeriodQLDYJEPI
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, QLDY + JEPI cover 0 of 12 monthsgood coverage

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

QLDY
Annual income on $10K today (after 15% tax)
$1,409.03/yr
After 10yr DRIP, annual income (after tax)
$3,901.30/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, QLDY beats the other by $2,601.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

QLDY: 50%JEPI: 50%
100% JEPI50/50100% QLDY
Portfolio after 10yr
$44.0K
Annual income
$3,059.19/yr
Blended yield
6.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

QLDY buys
0
JEPI buys
0
No recent congressional trades found for QLDY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricQLDYJEPI
Forward yield16.58%8.40%
Annual dividend / share$6.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$59.1K$29.0K
Annual income after 10y$4,589.76$1,528.62
Total dividends collected$30.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearQLDY PortfolioQLDY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,358$1,657.68$11,260$840.19+$1.1KQLDY
2$15,137$1,914.49$12,641$907.94+$2.5KQLDY
3$18,389$2,191.69$14,150$978.20+$4.2KQLDY
4$22,164$2,488.26$15,795$1,050.85+$6.4KQLDY
5$26,518$2,802.93$17,584$1,125.74+$8.9KQLDY
6$31,509$3,134.21$19,526$1,202.74+$12.0KQLDY
7$37,195$3,480.41$21,628$1,281.69+$15.6KQLDY
8$43,638$3,839.70$23,898$1,362.43+$19.7KQLDY
9$50,903$4,210.15$26,347$1,444.79+$24.6KQLDY
10$59,056$4,589.76$28,982$1,528.62+$30.1KQLDY

QLDY vs JEPI: Complete Analysis 2026

QLDYStock

Actively managed ETF that seeks current income (primary objective) and capital appreciation (secondary). It uses a “LightningSpread” strategy: long exposure via deep in-the-money long-dated calls, and daily writing of zero-days-to-expiration (0DTE) put spreads on the Nasdaq-100 index or ETFs tracking it. Also uses short-term U.S. Treasury securities / money market funds for uninvested cash. Aims to deliver income twice weekly.

Full QLDY 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.