HomeCompareUCBJY vs JEPI

UCBJY vs JEPI: Dividend Comparison 2026

UCBJY yields 0.52% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.2K in total portfolio value
10 years
UCBJY
UCBJY
● Live price
0.52%
Share price
$150.79
Annual div
$0.79
5Y div CAGR
7.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.7K
Annual income
$111.23
Full UCBJY 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 — UCBJY 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 PeriodUCBJYJEPI
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%.
📅

Dividend Calendar Overlap

Combined, UCBJY + JEPI cover 0 of 12 monthsgood coverage

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

UCBJY
Annual income on $10K today (after 15% tax)
$44.56/yr
After 10yr DRIP, annual income (after tax)
$94.55/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 $1,204.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UCBJY: 50%JEPI: 50%
100% JEPI50/50100% UCBJY
Portfolio after 10yr
$24.9K
Annual income
$819.92/yr
Blended yield
3.30%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on UCBJY right now

UCBJY
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
6.1
Piotroski
8/9
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)

UCBJY buys
0
JEPI buys
0
No recent congressional trades found for UCBJY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUCBJYJEPI
Forward yield0.52%8.40%
Annual dividend / share$0.79$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR7.3%0%
Portfolio after 10y$20.7K$29.0K
Annual income after 10y$111.23$1,528.62
Total dividends collected$810.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUCBJY PortfolioUCBJY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,756$56.25$11,260$840.19$504.00JEPI
2$11,570$60.67$12,641$907.94$1.1KJEPI
3$12,445$65.44$14,150$978.20$1.7KJEPI
4$13,387$70.59$15,795$1,050.85$2.4KJEPI
5$14,400$76.15$17,584$1,125.74$3.2KJEPI
6$15,490$82.14$19,526$1,202.74$4.0KJEPI
7$16,663$88.60$21,628$1,281.69$5.0KJEPI
8$17,925$95.58$23,898$1,362.43$6.0KJEPI
9$19,283$103.11$26,347$1,444.79$7.1KJEPI
10$20,744$111.23$28,982$1,528.62$8.2KJEPI

UCBJY vs JEPI: Complete Analysis 2026

UCBJYStock

UCB SA, a biopharmaceutical company, develops products and solutions for people with neurology and immunology diseases. The company's primary products include Cimzia for inflammatory TNF mediated diseases, as well as ankylosing spondylitis, axial spondyloarthritis, Crohn's disease, non-radiographic axial spondyloarthritis, plaque psoriasis, psoriatic arthritis, and rheumatoid arthritis; Vimpat, Keppra, and Briviact for epilepsy; Neupro for Parkinson's disease and restless legs syndrome; Nayzilam, a nasal spray rescue treatment for epilepsy seizure clusters; and Zyrtec and Xyzal for allergies. It also offers Evenity for the treatment of osteoporosis in postmenopausal women; BIMZELX for treating psoriasis, psoriatic arthritis, axial spondyloarthritis, and hidradenitis suppurativa; and dapirolizumab pegol for systemic lupus erythematosus. In addition, the company is involved in developing rozanolixizumab to treat myasthenia gravis, immune thrombocytopenia, and chronic inflammatory demyelinating polyneuropathy; zilucoplan to treat myasthenia gravis and immune-mediated necrotizing myopathy; staccato alprazolam to treat tereotypical prolonged seizure; Bepranemab to treat Alzheimer's disease; and UCB0599 to treat Parkinson's disease. Further, it engages in contract manufacturing activities. UCB SA has collaboration agreements with Amgen, Biogen, Roche/Genentech, Novartis, Otsuka, and doc.ai. It operates in the United States, Japan, Germany, rest of Europe, Spain, France, Italy, the United Kingdom, Ireland, China, Belgium, and internationally. The company was incorporated in 1925 and is headquartered in Brussels, Belgium.

Full UCBJY 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.