HomeCompareSYFI vs JEPI

SYFI vs JEPI: Dividend Comparison 2026

SYFI yields 6.35% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SYFI wins by $1.4K in total portfolio value
10 years
SYFI
SYFI
● Live price
6.35%
Share price
$35.52
Annual div
$2.26
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.4K
Annual income
$951.90
Full SYFI 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 — SYFI vs JEPI

📍 SYFI 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 PeriodSYFIJEPI
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, SYFI + JEPI cover 0 of 12 monthsgood coverage

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

SYFI
Annual income on $10K today (after 15% tax)
$539.98/yr
After 10yr DRIP, annual income (after tax)
$809.12/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 $490.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SYFI: 50%JEPI: 50%
100% JEPI50/50100% SYFI
Portfolio after 10yr
$29.7K
Annual income
$1,240.26/yr
Blended yield
4.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SYFI buys
0
JEPI buys
0
No recent congressional trades found for SYFI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSYFIJEPI
Forward yield6.35%8.40%
Annual dividend / share$2.26$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.4K$29.0K
Annual income after 10y$951.90$1,528.62
Total dividends collected$8.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSYFI PortfolioSYFI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,335$635.28$11,260$840.19+$75.00SYFI
2$12,802$672.99$12,641$907.94+$161.00SYFI
3$14,408$710.34$14,150$978.20+$258.00SYFI
4$16,164$747.17$15,795$1,050.85+$369.00SYFI
5$18,079$783.38$17,584$1,125.74+$495.00SYFI
6$20,163$818.87$19,526$1,202.74+$637.00SYFI
7$22,428$853.53$21,628$1,281.69+$800.00SYFI
8$24,885$887.30$23,898$1,362.43+$987.00SYFI
9$27,547$920.10$26,347$1,444.79+$1.2KSYFI
10$30,428$951.90$28,982$1,528.62+$1.4KSYFI

SYFI vs JEPI: Complete Analysis 2026

SYFIStock

An award-winning actively managed short-duration high-yield bond exchange-traded fund (ETF) that seeks to provide attractive income while aiming for less volatility than traditional high-yield approaches

Full SYFI 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.