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ROCC vs JEPI: Dividend Comparison 2026

ROCC yields 0.80% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.5K in total portfolio value
10 years
ROCC
ROCC
● Live price
0.80%
Share price
$37.47
Annual div
$0.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.8K
Annual income
$84.34
Full ROCC 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 — ROCC 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 PeriodROCCJEPI
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, ROCC + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ROCC
Annual income on $10K today (after 15% tax)
$68.05/yr
After 10yr DRIP, annual income (after tax)
$71.69/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 $1,265.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ROCC: 50%JEPI: 50%
100% JEPI50/50100% ROCC
Portfolio after 10yr
$25.1K
Annual income
$829.00/yr
Blended yield
3.31%
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Analyst Conviction Gap

Where Wall Street is most bullish on ROCC right now

ROCC
Analyst Ratings
4
Buy
1
Hold
Consensus: Buy
Altman Z
3.5
Piotroski
7/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ROCC buys
0
JEPI buys
0
No recent congressional trades found for ROCC or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricROCCJEPI
Forward yield0.80%8.56%
Annual dividend / share$0.30$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.8K$29.3K
Annual income after 10y$84.34$1,573.67
Total dividends collected$824.00$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearROCC PortfolioROCC Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,780$80.06$11,276$855.74$496.00JEPI
2$11,615$80.66$12,675$926.02$1.1KJEPI
3$12,510$81.23$14,207$999.01$1.7KJEPI
4$13,467$81.76$15,878$1,074.57$2.4KJEPI
5$14,492$82.26$17,697$1,152.57$3.2KJEPI
6$15,589$82.73$19,674$1,232.87$4.1KJEPI
7$16,764$83.17$21,815$1,315.29$5.1KJEPI
8$18,021$83.58$24,131$1,399.68$6.1KJEPI
9$19,366$83.97$26,630$1,485.86$7.3KJEPI
10$20,806$84.34$29,323$1,573.67$8.5KJEPI

ROCC vs JEPI: Complete Analysis 2026

ROCCStock

Ranger Oil Corporation, an independent oil and gas company, engages in the onshore exploration, development, and production of crude oil, natural gas liquids, and natural gas in the United States. It engages in drilling unconventional horizontal development wells; and operates producing wells in the Eagle Ford Shale field in South Texas. As of December 31, 2021, it had total proved reserves of approximately 241 million barrels of oil equivalent; and 860 gross productive wells, as well as leased approximately 172,000 gross acres of leasehold and royalty interests. The company was formerly known as Penn Virginia Corporation and changed its name to Ranger Oil Corporation in October 2021. Ranger Oil Corporation was incorporated in 1882 and is headquartered in Houston, Texas.

Full ROCC 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.