JEPI Dividend Calculator

The JPMorgan Equity Premium Income ETF (JEPI) is popular with investors who want monthly dividend income.

Year	Start Balance	Start Shares	Share Price	Dividend/Share	Annual Dividend	Total Dividends	End Shares	End Balance

JEPI uses an options-based strategy to generate a higher dividend yield than most traditional ETFs.

Our JEPI Dividend Calculator helps you estimate monthly and annual dividend income based on your investment amount, share price, and dividend yield. You can also project future growth using dividend reinvestment (DRIP) or cash payouts.

Use the JEPI Dividend Calculator

Our JEPI Dividend Calculator is designed for investors who want accurate income projections. It uses the latest market data and customizable inputs to help you plan with confidence.

Key Features:

Annual and Monthly Dividend Income: Instantly calculate your expected payouts based on your investment.
DRIP vs Cash Comparison: See how dividend reinvestment (DRIP) can grow your portfolio versus taking cash payouts.
Customizable Inputs: Adjust share price, dividend yield, and investment amount to match your portfolio.

Enter your details below. Choose whether you want to reinvest dividends or receive cash. The calculator will display your estimated income and potential growth over time.

Try it now and plan your dividend strategy with confidence.

jepi dividend yeild chart by iepi dividend calculator

Compare JEPI vs Other Dividend ETFs or Stocks

Understanding how JEPI stacks up against other dividend-focused ETFs can help you make better investment decisions. Below you can view a side-by-side comparison with one of the most popular dividend ETFs, SCHD, and then run comparisons with any stock or ETF of your choice.

JEPI vs SCHD – Which is Better for Dividend Income?

Here’s how JEPI compares with SCHD on key metrics:

Metric	JEPI	SCHD
Dividend Yield (2025)	8.5% (monthly payouts)	3.6% (quarterly payouts)
Payout Frequency	Monthly	Quarterly
Annual Dividend Income (per $10k invested)	$850	$360
Expense Ratio	0.35%	0.06%
Total Return (5 years)*	38% (income-heavy strategy)	52% (more growth potential)

*Total return includes price appreciation and reinvested dividends.

JEPI offers higher dividend income and more frequent payouts.
SCHD has a lower expense ratio and may deliver more long-term capital growth.
Choose based on your income needs, risk tolerance, and time horizon.

Should You Buy JEPI for Dividend Income?

JEPI can be a strong choice for certain investors, but it is not ideal for everyone. Here’s an expert breakdown:

Who Might Benefit from JEPI?

Income-Focused Investors: JEPI’s high monthly dividend yield appeals to those who want steady cash flow.
Retirees: Monthly income can help cover living expenses without selling shares.
Balanced Portfolios: JEPI can add diversification for investors who already hold growth-focused ETFs or stocks.

Key Considerations Before Investing

Income Stability: JEPI’s yield is attractive but can fluctuate based on market conditions and option premiums.
Capped Growth: The covered call strategy may limit upside potential during strong bull markets.
Risk Factors: JEPI is not risk-free. Market downturns and option losses can affect returns.
Tax Considerations: Monthly payouts may result in higher tax obligations, especially in taxable accounts.

JEPI Dividend Stats & Key Metrics

Here is a quick overview of JEPI’s most important metrics. These figures update automatically using the latest data from trusted financial sources.

Metric	Value (Latest)
Dividend Yield	8.5%
Annualized Dividend Payout (per share)	$4.92
Payout Frequency	Monthly
Expense Ratio	0.35%
Market Price	$57.85
Net Asset Value (NAV)	$57.70
Total Assets	$30.4 billion
Inception Date	May 2020

FAQ’s

Dividends are regular cash distributions paid by a company or fund to investors. JEPI generates income through its equity holdings and options strategy. It pays these dividends monthly, directly into your brokerage account or through a dividend reinvestment program.

JEPI pays dividends every month. This makes it attractive to investors who want a consistent income stream without waiting for quarterly payouts.

As of the latest update, JEPI’s dividend yield is 8.5%. This figure may change with market prices and option premiums. Always verify the current yield before investing.

Yes. Most brokers allow you to reinvest JEPI’s monthly dividends automatically through a Dividend Reinvestment Plan (DRIP). This helps grow your share count and income over time.

JEPI offers strong income potential but carries market risk. The yield can fluctuate, and the covered call strategy limits growth during bull markets. It may be best for income-focused investors comfortable with these trade-offs.

JEPI pays a higher dividend yield than many dividend ETFs like SCHD or VYM. However, it has a higher expense ratio and may offer less long-term price growth. Compare metrics like yield, payout frequency, and total return before deciding.

Disclaimer:

The calculations and figures provided on this page are estimates only and may not reflect future performance. This information is for educational purposes only and is not financial advice. Always consult a licensed financial professional before making any investment decisions.

This tool updates regularly using data from JPMorgan, Nasdaq, and MarketBeat. This ensures that your results reflect current market conditions.