HomeCompareUSLVF vs JEPI

USLVF vs JEPI: Dividend Comparison 2026

USLVF yields 5.99% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 USLVF wins by $709.00 in total portfolio value
10 years
USLVF
USLVF
● Live price
5.99%
Share price
$33.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$877.09
Full USLVF 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 — USLVF vs JEPI

📍 USLVF 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 PeriodUSLVFJEPI
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, USLVF + JEPI cover 0 of 12 monthsgood coverage

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

USLVF
Annual income on $10K today (after 15% tax)
$508.98/yr
After 10yr DRIP, annual income (after tax)
$745.53/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 $553.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

USLVF: 50%JEPI: 50%
100% JEPI50/50100% USLVF
Portfolio after 10yr
$29.3K
Annual income
$1,202.86/yr
Blended yield
4.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USLVF buys
0
JEPI buys
0
No recent congressional trades found for USLVF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSLVFJEPI
Forward yield5.99%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$29.0K
Annual income after 10y$877.09$1,528.62
Total dividends collected$7.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUSLVF PortfolioUSLVF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,299$598.80$11,260$840.19+$39.00USLVF
2$12,722$632.31$12,641$907.94+$81.00USLVF
3$14,278$665.38$14,150$978.20+$128.00USLVF
4$15,975$697.91$15,795$1,050.85+$180.00USLVF
5$17,823$729.79$17,584$1,125.74+$239.00USLVF
6$19,832$760.95$19,526$1,202.74+$306.00USLVF
7$22,012$791.31$21,628$1,281.69+$384.00USLVF
8$24,373$820.82$23,898$1,362.43+$475.00USLVF
9$26,929$849.42$26,347$1,444.79+$582.00USLVF
10$29,691$877.09$28,982$1,528.62+$709.00USLVF

USLVF vs JEPI: Complete Analysis 2026

USLVFStock

The index comprises futures contracts on a single commodity. The fluctuations in the values of it are intended generally to correlate with changes in the price of silver in global markets.

Full USLVF 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.