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SSAIX vs JEPI: Dividend Comparison 2026

SSAIX yields 9.89% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SSAIX wins by $9.5K in total portfolio value
10 years
SSAIX
SSAIX
● Live price
9.89%
Share price
$14.35
Annual div
$1.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.5K
Annual income
$1,842.66
Full SSAIX 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 — SSAIX vs JEPI

📍 SSAIX 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 PeriodSSAIXJEPI
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, SSAIX + JEPI cover 0 of 12 monthsgood coverage

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

SSAIX
Annual income on $10K today (after 15% tax)
$840.94/yr
After 10yr DRIP, annual income (after tax)
$1,566.26/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, SSAIX beats the other by $266.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SSAIX: 50%JEPI: 50%
100% JEPI50/50100% SSAIX
Portfolio after 10yr
$33.7K
Annual income
$1,685.64/yr
Blended yield
5.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSAIX buys
0
JEPI buys
0
No recent congressional trades found for SSAIX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSAIXJEPI
Forward yield9.89%8.40%
Annual dividend / share$1.42$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.5K$29.0K
Annual income after 10y$1,842.66$1,528.62
Total dividends collected$14.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSSAIX PortfolioSSAIX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,689$989.34$11,260$840.19+$429.00SSAIX
2$13,588$1,080.81$12,641$907.94+$947.00SSAIX
3$15,714$1,174.21$14,150$978.20+$1.6KSSAIX
4$18,083$1,269.04$15,795$1,050.85+$2.3KSSAIX
5$20,713$1,364.82$17,584$1,125.74+$3.1KSSAIX
6$23,624$1,461.09$19,526$1,202.74+$4.1KSSAIX
7$26,836$1,557.41$21,628$1,281.69+$5.2KSSAIX
8$30,367$1,653.37$23,898$1,362.43+$6.5KSSAIX
9$34,242$1,748.57$26,347$1,444.79+$7.9KSSAIX
10$38,481$1,842.66$28,982$1,528.62+$9.5KSSAIX

SSAIX vs JEPI: Complete Analysis 2026

SSAIXStock

The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of foreign issuers, such as common stocks issued by companies in the countries and industries represented in the MSCI® EAFE® Index, the fund's benchmark. It may hold a portion of its assets in cash and cash instruments.

Full SSAIX 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.