HomeCompareUZC vs JEPI

UZC vs JEPI: Dividend Comparison 2026

UZC yields 29.08% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UZC wins by $96.5K in total portfolio value
10 years
UZC
UZC
● Live price
29.08%
Share price
$25.06
Annual div
$7.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$125.5K
Annual income
$16,166.73
Full UZC 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 — UZC vs JEPI

📍 UZC 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 PeriodUZCJEPI
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, UZC + JEPI cover 0 of 12 monthsgood coverage

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

UZC
Annual income on $10K today (after 15% tax)
$2,471.99/yr
After 10yr DRIP, annual income (after tax)
$13,741.72/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, UZC beats the other by $12,442.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UZC: 50%JEPI: 50%
100% JEPI50/50100% UZC
Portfolio after 10yr
$77.3K
Annual income
$8,847.67/yr
Blended yield
11.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UZC buys
0
JEPI buys
0
No recent congressional trades found for UZC or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUZCJEPI
Forward yield29.08%8.40%
Annual dividend / share$7.29$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$125.5K$29.0K
Annual income after 10y$16,166.73$1,528.62
Total dividends collected$84.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUZC PortfolioUZC Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,608$2,908.22$11,260$840.19+$2.3KUZC
2$18,259$3,698.66$12,641$907.94+$5.6KUZC
3$24,176$4,638.18$14,150$978.20+$10.0KUZC
4$31,607$5,739.27$15,795$1,050.85+$15.8KUZC
5$40,833$7,012.63$17,584$1,125.74+$23.2KUZC
6$52,158$8,466.71$19,526$1,202.74+$32.6KUZC
7$65,916$10,107.45$21,628$1,281.69+$44.3KUZC
8$82,468$11,938.00$23,898$1,362.43+$58.6KUZC
9$102,200$13,958.64$26,347$1,444.79+$75.9KUZC
10$125,520$16,166.73$28,982$1,528.62+$96.5KUZC

UZC vs JEPI: Complete Analysis 2026

UZCStock

UZC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in UZC shares.

Full UZC 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.