HomeCompareYPHDF vs JEPI

YPHDF vs JEPI: Dividend Comparison 2026

YPHDF yields 0.38% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 YPHDF wins by $305.3K in total portfolio value· pulled ahead in Year 6
10 years
YPHDF
YPHDF
● Live price
0.38%
Share price
$367.90
Annual div
$1.39
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$334.3K
Annual income
$221,423.15
Full YPHDF 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 — YPHDF vs JEPI

📍 YPHDF pulled ahead of the other in Year 6

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 PeriodYPHDFJEPI
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, YPHDF + JEPI cover 0 of 12 monthsgood coverage

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

YPHDF
Annual income on $10K today (after 15% tax)
$32.04/yr
After 10yr DRIP, annual income (after tax)
$188,209.68/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, YPHDF beats the other by $186,910.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YPHDF: 50%JEPI: 50%
100% JEPI50/50100% YPHDF
Portfolio after 10yr
$181.6K
Annual income
$111,475.89/yr
Blended yield
61.37%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on YPHDF right now

YPHDF
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
Altman Z
8.5
Piotroski
7/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YPHDF buys
0
JEPI buys
0
No recent congressional trades found for YPHDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYPHDFJEPI
Forward yield0.38%8.40%
Annual dividend / share$1.39$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$334.3K$29.0K
Annual income after 10y$221,423.15$1,528.62
Total dividends collected$304.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYPHDF PortfolioYPHDF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,775$75.38$11,260$840.19$485.00JEPI
2$11,681$151.82$12,641$907.94$960.00JEPI
3$12,807$307.64$14,150$978.20$1.3KJEPI
4$14,334$630.42$15,795$1,050.85$1.5KJEPI
5$16,656$1,318.85$17,584$1,125.74$928.00JEPI
6← crossover$20,686$2,864.52$19,526$1,202.74+$1.2KYPHDF
7$28,784$6,649.86$21,628$1,281.69+$7.2KYPHDF
8$48,095$17,295.38$23,898$1,362.43+$24.2KYPHDF
9$105,476$54,015.32$26,347$1,444.79+$79.1KYPHDF
10$334,283$221,423.15$28,982$1,528.62+$305.3KYPHDF

YPHDF vs JEPI: Complete Analysis 2026

YPHDFStock

Ypsomed Holding AG, together with its subsidiaries, develops, manufactures, and sells injection and infusion systems for pharmaceutical and biotechnology companies. The company operates in two segments, Ypsomed Delivery Systems and Ypsomed Diabetes Care. The Ypsomed Delivery Systems segment provides various injection systems, such as pen injectors, auto injectors, patch injectors, and wearable injectors, as well as other smart devices. This segment offers its products under the YDS brand. The Ypsomed Diabetes Care segment sells and trades in insulin pumps, infusion sets, pen needles, blood glucose monitoring systems, accessories, and other day-to-day items for diabetics. This segment offers its products under the mylife brand name. The company offers precision turned parts; and contract manufacturing and other services. It markets its products through biotechnology and pharmaceutical partners, as well as through its own distribution network and independent distributors. It operates in Switzerland, Europe, North America, and internationally. Ypsomed Holding AG was founded in 1984 and is headquartered in Burgdorf, Switzerland.

Full YPHDF 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.