HomeCompareRDVI vs JEPI

RDVI vs JEPI: Dividend Comparison 2026

RDVI yields 8.57% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RDVI wins by $6.3K in total portfolio value
10 years
RDVI
RDVI
● Live price
8.57%
Share price
$25.17
Annual div
$2.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.3K
Annual income
$1,473.23
Full RDVI 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 — RDVI vs JEPI

📍 RDVI 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 PeriodRDVIJEPI
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, RDVI + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

RDVI
Annual income on $10K today (after 15% tax)
$728.70/yr
After 10yr DRIP, annual income (after tax)
$1,252.25/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, JEPI beats the other by $47.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RDVI: 50%JEPI: 50%
100% JEPI50/50100% RDVI
Portfolio after 10yr
$32.1K
Annual income
$1,500.92/yr
Blended yield
4.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RDVI buys
0
JEPI buys
0
No recent congressional trades found for RDVI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRDVIJEPI
Forward yield8.57%8.40%
Annual dividend / share$2.16$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.3K$29.0K
Annual income after 10y$1,473.23$1,528.62
Total dividends collected$11.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRDVI PortfolioRDVI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,557$857.29$11,260$840.19+$297.00RDVI
2$13,292$925.98$12,641$907.94+$651.00RDVI
3$15,218$995.31$14,150$978.20+$1.1KRDVI
4$17,348$1,064.97$15,795$1,050.85+$1.6KRDVI
5$19,697$1,134.62$17,584$1,125.74+$2.1KRDVI
6$22,280$1,203.97$19,526$1,202.74+$2.8KRDVI
7$25,112$1,272.75$21,628$1,281.69+$3.5KRDVI
8$28,211$1,340.69$23,898$1,362.43+$4.3KRDVI
9$31,593$1,407.59$26,347$1,444.79+$5.2KRDVI
10$35,278$1,473.23$28,982$1,528.62+$6.3KRDVI

RDVI vs JEPI: Complete Analysis 2026

RDVIStock

The FT Vest Rising Dividend Achievers Target Income ETF seeks to provide investors with current income with a secondary objective of providing capital appreciation. Under normal market conditions, the Fund will pursue its investment objective by investing primarily in U.S. exchange-traded equity securities contained in the Nasdaq US Rising Dividend Achievers Index and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded call options on the S&P 500 Index or exchange-traded funds that track the S&P 500 Index.

Full RDVI 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.