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UBSFF vs JEPI: Dividend Comparison 2026

UBSFF yields 44.44% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UBSFF wins by $265.2K in total portfolio value
10 years
UBSFF
UBSFF
● Live price
44.44%
Share price
$4.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$294.5K
Annual income
$54,279.39
Full UBSFF 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 — UBSFF vs JEPI

📍 UBSFF 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 PeriodUBSFFJEPI
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, UBSFF + JEPI cover 0 of 12 monthsgood coverage

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

UBSFF
Annual income on $10K today (after 15% tax)
$3,777.78/yr
After 10yr DRIP, annual income (after tax)
$46,137.48/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, UBSFF beats the other by $44,799.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UBSFF: 50%JEPI: 50%
100% JEPI50/50100% UBSFF
Portfolio after 10yr
$161.9K
Annual income
$27,926.52/yr
Blended yield
17.25%
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Analyst Conviction Gap

Where Wall Street is most bullish on UBSFF right now

UBSFF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
1.2
Piotroski
3/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UBSFF buys
0
JEPI buys
0
No recent congressional trades found for UBSFF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUBSFFJEPI
Forward yield44.44%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$294.5K$29.3K
Annual income after 10y$54,279.39$1,573.67
Total dividends collected$228.2K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUBSFF PortfolioUBSFF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$15,144$4,444.44$11,276$855.74+$3.9KUBSFF
2$22,495$6,290.53$12,675$926.02+$9.8KUBSFF
3$32,802$8,732.48$14,207$999.01+$18.6KUBSFF
4$46,999$11,900.61$15,878$1,074.57+$31.1KUBSFF
5$66,225$15,935.69$17,697$1,152.57+$48.5KUBSFF
6$91,846$20,985.43$19,674$1,232.87+$72.2KUBSFF
7$125,475$27,200.31$21,815$1,315.29+$103.7KUBSFF
8$168,987$34,728.75$24,131$1,399.68+$144.9KUBSFF
9$224,528$43,712.07$26,630$1,485.86+$197.9KUBSFF
10$294,525$54,279.39$29,323$1,573.67+$265.2KUBSFF

UBSFF vs JEPI: Complete Analysis 2026

UBSFFStock

Ubisoft Entertainment SA produce, publishes, and distributes video games for consoles, PC, smartphones, and tablets in both physical and digital formats worldwide. The company designs and develops software, including scenarios, animation, gameplay, layouts, and game rules, as well as develops design tools and game engines. It is also involved in the development in the area of online and mobile gaming; and film business. The company distributes Ubisoft products to retailers and independent wholesalers. Ubisoft Entertainment SA has a strategic partnership with Tencent and Playcrab; and collaboration with Disney and Lucasfilm Games. The company was incorporated in 1986 and is headquartered in Saint-Mandé, France.

Full UBSFF 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.