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XOVR vs JEPI: Dividend Comparison 2026

XOVR yields 11.74% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XOVR wins by $14.4K in total portfolio value
10 years
XOVR
XOVR
● Live price
11.74%
Share price
$17.03
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.4K
Annual income
$2,445.56
Full XOVR 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 — XOVR vs JEPI

📍 XOVR 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 PeriodXOVRJEPI
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, XOVR + JEPI cover 0 of 12 monthsgood coverage

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

XOVR
Annual income on $10K today (after 15% tax)
$998.24/yr
After 10yr DRIP, annual income (after tax)
$2,078.73/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, XOVR beats the other by $779.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XOVR: 50%JEPI: 50%
100% JEPI50/50100% XOVR
Portfolio after 10yr
$36.2K
Annual income
$1,987.09/yr
Blended yield
5.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XOVR buys
0
JEPI buys
0
No recent congressional trades found for XOVR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXOVRJEPI
Forward yield11.74%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$43.4K$29.0K
Annual income after 10y$2,445.56$1,528.62
Total dividends collected$18.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXOVR PortfolioXOVR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,874$1,174.40$11,260$840.19+$614.00XOVR
2$14,009$1,303.30$12,641$907.94+$1.4KXOVR
3$16,427$1,436.98$14,150$978.20+$2.3KXOVR
4$19,151$1,574.74$15,795$1,050.85+$3.4KXOVR
5$22,208$1,715.83$17,584$1,125.74+$4.6KXOVR
6$25,622$1,859.50$19,526$1,202.74+$6.1KXOVR
7$29,420$2,005.02$21,628$1,281.69+$7.8KXOVR
8$33,631$2,151.65$23,898$1,362.43+$9.7KXOVR
9$38,284$2,298.72$26,347$1,444.79+$11.9KXOVR
10$43,409$2,445.56$28,982$1,528.62+$14.4KXOVR

XOVR vs JEPI: Complete Analysis 2026

XOVRStock

The XOVR ETF blends public innovators with a measured sleeve of private companies, providing retail access to private-company exposure via a single daily-liquidity ETF.

Full XOVR 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.