HomeCompareZIPP vs JEPI

ZIPP vs JEPI: Dividend Comparison 2026

ZIPP yields 6.58% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ZIPP wins by $1.9K in total portfolio value
10 years
ZIPP
ZIPP
● Live price
6.58%
Share price
$30.41
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$999.17
Full ZIPP 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 — ZIPP vs JEPI

📍 ZIPP 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 PeriodZIPPJEPI
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, ZIPP + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ZIPP
Annual income on $10K today (after 15% tax)
$558.98/yr
After 10yr DRIP, annual income (after tax)
$849.29/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, JEPI beats the other by $450.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ZIPP: 50%JEPI: 50%
100% JEPI50/50100% ZIPP
Portfolio after 10yr
$29.9K
Annual income
$1,263.89/yr
Blended yield
4.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ZIPP buys
0
JEPI buys
0
No recent congressional trades found for ZIPP or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricZIPPJEPI
Forward yield6.58%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$30.9K$29.0K
Annual income after 10y$999.17$1,528.62
Total dividends collected$8.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearZIPP PortfolioZIPP Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,358$657.62$11,260$840.19+$98.00ZIPP
2$12,851$698.04$12,641$907.94+$210.00ZIPP
3$14,488$738.14$14,150$978.20+$338.00ZIPP
4$16,280$777.76$15,795$1,050.85+$485.00ZIPP
5$18,237$816.78$17,584$1,125.74+$653.00ZIPP
6$20,368$855.08$19,526$1,202.74+$842.00ZIPP
7$22,687$892.55$21,628$1,281.69+$1.1KZIPP
8$25,204$929.10$23,898$1,362.43+$1.3KZIPP
9$27,933$964.66$26,347$1,444.79+$1.6KZIPP
10$30,887$999.17$28,982$1,528.62+$1.9KZIPP

ZIPP vs JEPI: Complete Analysis 2026

ZIPPStock

STKd 100% UBER & 100% TSLA ETF seeks long-term capital appreciation. The Fund is an actively-managed exchange-traded fund that seeks to achieve its investment objective by employing derivatives, namely swap agreements and/or listed options contracts, to gain long exposure to two underlying securities, Uber Technologies Inc (UBER) and Tesla Inc (TSLA).

Full ZIPP 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.