HomeCompareYYY vs JEPI

YYY vs JEPI: Dividend Comparison 2026

YYY yields 12.02% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YYY wins by $15.2K in total portfolio value
10 years
YYY
YYY
● Live price
12.02%
Share price
$10.99
Annual div
$1.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.2K
Annual income
$2,543.43
Full YYY 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 — YYY vs JEPI

📍 YYY 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 PeriodYYYJEPI
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, YYY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

YYY
Annual income on $10K today (after 15% tax)
$1,021.39/yr
After 10yr DRIP, annual income (after tax)
$2,161.92/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, YYY beats the other by $862.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YYY: 50%JEPI: 50%
100% JEPI50/50100% YYY
Portfolio after 10yr
$36.6K
Annual income
$2,036.02/yr
Blended yield
5.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YYY buys
0
JEPI buys
0
No recent congressional trades found for YYY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYYYJEPI
Forward yield12.02%8.40%
Annual dividend / share$1.32$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.2K$29.0K
Annual income after 10y$2,543.43$1,528.62
Total dividends collected$18.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYYY PortfolioYYY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,902$1,201.64$11,260$840.19+$642.00YYY
2$14,071$1,336.59$12,641$907.94+$1.4KYYY
3$16,533$1,476.87$14,150$978.20+$2.4KYYY
4$19,312$1,621.73$15,795$1,050.85+$3.5KYYY
5$22,435$1,770.40$17,584$1,125.74+$4.9KYYY
6$25,927$1,922.08$19,526$1,202.74+$6.4KYYY
7$29,818$2,075.98$21,628$1,281.69+$8.2KYYY
8$34,136$2,231.33$23,898$1,362.43+$10.2KYYY
9$38,913$2,387.38$26,347$1,444.79+$12.6KYYY
10$44,181$2,543.43$28,982$1,528.62+$15.2KYYY

YYY vs JEPI: Complete Analysis 2026

YYYStock

Amplify CEF High Income ETF (YYY)1 is a portfolio of 60 closed-end funds (CEFs) based on a rules based index. The Nasdaq CEF High Income Index selects CEFs ranked highest overall by Nasdaq in the following factors: Yield, Discount to Net Asset Value (NAV), and Liquidity. This investment approach results in a portfolio which contains a variety of asset classes, investment strategies and asset managers.

Full YYY 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.