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UCHF vs JEPI: Dividend Comparison 2026

UCHF yields 8.49% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UCHF wins by $5.8K in total portfolio value
10 years
UCHF
UCHF
● Live price
8.49%
Share price
$23.56
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.1K
Annual income
$1,451.72
Full UCHF 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 — UCHF vs JEPI

📍 UCHF 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 PeriodUCHFJEPI
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, UCHF + JEPI cover 0 of 12 monthsgood coverage

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

UCHF
Annual income on $10K today (after 15% tax)
$721.69/yr
After 10yr DRIP, annual income (after tax)
$1,233.96/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 $103.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UCHF: 50%JEPI: 50%
100% JEPI50/50100% UCHF
Portfolio after 10yr
$32.2K
Annual income
$1,512.69/yr
Blended yield
4.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UCHF buys
0
JEPI buys
0
No recent congressional trades found for UCHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUCHFJEPI
Forward yield8.49%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$35.1K$29.3K
Annual income after 10y$1,451.72$1,573.67
Total dividends collected$11.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUCHF PortfolioUCHF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,549$849.05$11,276$855.74+$273.00UCHF
2$13,274$916.42$12,675$926.02+$599.00UCHF
3$15,187$984.39$14,207$999.01+$980.00UCHF
4$17,303$1,052.61$15,878$1,074.57+$1.4KUCHF
5$19,635$1,120.79$17,697$1,152.57+$1.9KUCHF
6$22,198$1,188.64$19,674$1,232.87+$2.5KUCHF
7$25,008$1,255.89$21,815$1,315.29+$3.2KUCHF
8$28,081$1,322.29$24,131$1,399.68+$4.0KUCHF
9$31,434$1,387.64$26,630$1,485.86+$4.8KUCHF
10$35,086$1,451.72$29,323$1,573.67+$5.8KUCHF

UCHF vs JEPI: Complete Analysis 2026

UCHFStock

The investment seeks to track the daily performance of the VelocityShares Daily 4X Long CHF vs. USD Index. The index is designed to provide 4 times leveraged exposure, reset daily, to changes in the spot exchange rate between an underlying pair of currencies consisting of the U.S. dollar and a foreign currency. It provides long exposure to one currency (the "long currency") in the underlying currency pair relative to the other currency (the "reference currency"). The fund is non-diversified.

Full UCHF 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.