HomeCompareRJVI vs JEPI

RJVI vs JEPI: Dividend Comparison 2026

RJVI yields 1.51% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $7.1K in total portfolio value
10 years
RJVI
RJVI
● Live price
1.51%
Share price
$24.88
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$166.84
Full RJVI 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 — RJVI 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 PeriodRJVIJEPI
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, RJVI + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

RJVI
Annual income on $10K today (after 15% tax)
$128.58/yr
After 10yr DRIP, annual income (after tax)
$141.81/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 $1,157.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RJVI: 50%JEPI: 50%
100% JEPI50/50100% RJVI
Portfolio after 10yr
$25.4K
Annual income
$847.73/yr
Blended yield
3.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RJVI buys
0
JEPI buys
0
No recent congressional trades found for RJVI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRJVIJEPI
Forward yield1.51%8.40%
Annual dividend / share$0.38$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$29.0K
Annual income after 10y$166.84$1,528.62
Total dividends collected$1.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRJVI PortfolioRJVI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,851$151.27$11,260$840.19$409.00JEPI
2$11,764$153.40$12,641$907.94$877.00JEPI
3$12,743$155.43$14,150$978.20$1.4KJEPI
4$13,793$157.35$15,795$1,050.85$2.0KJEPI
5$14,917$159.17$17,584$1,125.74$2.7KJEPI
6$16,122$160.88$19,526$1,202.74$3.4KJEPI
7$17,413$162.50$21,628$1,281.69$4.2KJEPI
8$18,796$164.04$23,898$1,362.43$5.1KJEPI
9$20,278$165.48$26,347$1,444.79$6.1KJEPI
10$21,864$166.84$28,982$1,528.62$7.1KJEPI

RJVI vs JEPI: Complete Analysis 2026

RJVIStock

The RJ Eagle Vertical Income ETF (Vertical Income ETF or the fund) seeks current income, with long-term capital appreciation as a secondary investment objective.

Full RJVI 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.