HomeCompareY vs JEPI

Y vs JEPI: Dividend Comparison 2026

Y yields 24.80% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 Y wins by $68.3K in total portfolio value
10 years
Y
Y
● Live price
24.80%
Share price
$847.79
Annual div
$210.27
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$97.6K
Annual income
$10,927.95
Full Y 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 — Y vs JEPI

📍 Y 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 PeriodYJEPI
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, Y + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Y pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

Y
Annual income on $10K today (after 15% tax)
$2,108.15/yr
After 10yr DRIP, annual income (after tax)
$9,288.76/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, Y beats the other by $7,951.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

Y: 50%JEPI: 50%
100% JEPI50/50100% Y
Portfolio after 10yr
$63.5K
Annual income
$6,250.81/yr
Blended yield
9.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

Y buys
0
JEPI buys
0
No recent congressional trades found for Y or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYJEPI
Forward yield24.80%8.56%
Annual dividend / share$210.27$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$97.6K$29.3K
Annual income after 10y$10,927.95$1,573.67
Total dividends collected$61.6K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearY PortfolioY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,180$2,480.17$11,276$855.74+$1.9KY
2$17,158$3,055.06$12,675$926.02+$4.5KY
3$22,076$3,716.87$14,207$999.01+$7.9KY
4$28,090$4,469.37$15,878$1,074.57+$12.2KY
5$35,372$5,315.03$17,697$1,152.57+$17.7KY
6$44,103$6,254.90$19,674$1,232.87+$24.4KY
7$54,479$7,288.61$21,815$1,315.29+$32.7KY
8$66,706$8,414.36$24,131$1,399.68+$42.6KY
9$81,005$9,628.96$26,630$1,485.86+$54.4KY
10$97,603$10,927.95$29,323$1,573.67+$68.3KY

Y vs JEPI: Complete Analysis 2026

YStock

Alleghany Corporation provides property and casualty reinsurance and insurance products in the United States and internationally. The company operates in three segments: Reinsurance, Insurance, and Alleghany Capital. The Reinsurance segment offers fire, allied lines, auto physical damage, and homeowners multiple peril reinsurance products; and casualty and other reinsurance products, such as medical malpractice, ocean marine and aviation, accident and health, mortgage, surety, and credit reinsurance products, as well as directors' and officers', errors and omissions, general, and auto liability reinsurance. This segment distributes its products and services through brokers, as well as directly to insurance and reinsurance companies. The Insurance segment underwrites specialty insurance coverages in the property, umbrella/excess, general, directors' and officers', and professional liability lines; surety products comprising commercial and contract surety bonds; and workers' compensation insurance products. This segment distributes its products through independent wholesale insurance brokers, and retail and general insurance agents. The Alleghany Capital segment provides precision automated machine tool solutions; manufactures custom trailers and truck bodies for the moving and storage industry, and other markets; design, engineering, procurement, construction management, and validation services for pharmaceutical and biotechnology industries; products and services for the funeral and cemetery industries, and precast concrete markets; and hotel management and development services, as well as operates as a toy and musical instrument company, and structural steel fabricator and erector. The company also owns and manages improved and unimproved commercial land, and residential lots. As of December 31, 2021, it owned approximately 77 acres of property. The company was founded in 1929 and is based in New York, New York.

Full Y 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.