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DFORF vs JEPI: Dividend Comparison 2026

DFORF yields 2.33% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.7K in total portfolio value
10 years
DFORF
DFORF
● Live price
2.33%
Share price
$1.90
Annual div
$0.04
5Y div CAGR
2.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.6K
Annual income
$345.71
Full DFORF 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 — DFORF vs JEPI

📍 JEPI 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 PeriodDFORFJEPI
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, DFORF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DFORF
Annual income on $10K today (after 15% tax)
$198.07/yr
After 10yr DRIP, annual income (after tax)
$293.85/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, JEPI beats the other by $1,043.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DFORF: 50%JEPI: 50%
100% JEPI50/50100% DFORF
Portfolio after 10yr
$26.5K
Annual income
$959.69/yr
Blended yield
3.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DFORF buys
0
JEPI buys
0
No recent congressional trades found for DFORF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDFORFJEPI
Forward yield2.33%8.56%
Annual dividend / share$0.04$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR2.3%0%
Portfolio after 10y$23.6K$29.3K
Annual income after 10y$345.71$1,573.67
Total dividends collected$2.9K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDFORF PortfolioDFORF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,938$238.38$11,276$855.74$338.00JEPI
2$11,953$249.30$12,675$926.02$722.00JEPI
3$13,051$260.46$14,207$999.01$1.2KJEPI
4$14,236$271.88$15,878$1,074.57$1.6KJEPI
5$15,516$283.55$17,697$1,152.57$2.2KJEPI
6$16,898$295.47$19,674$1,232.87$2.8KJEPI
7$18,388$307.64$21,815$1,315.29$3.4KJEPI
8$19,995$320.08$24,131$1,399.68$4.1KJEPI
9$21,728$332.76$26,630$1,485.86$4.9KJEPI
10$23,594$345.71$29,323$1,573.67$5.7KJEPI

DFORF vs JEPI: Complete Analysis 2026

DFORFStock

Celebrus Technologies plc, together with its subsidiaries, provides information technology products and services. It offers Celebrus, a disruptive data technology platform for improving relationships between brands and consumers. The company also provides Celebrus CDI for Salesforce that captures real-time data; Celebrus Digital Analytics, a web analytics platform; and Celebrus Cloud, that automates the intake, integration, transformation, and delivery of customer data. In addition, it offers fraud prevention through its platform. The company serves finance and banking, retail, travel, healthcare, and telecom sectors in the United Kingdom, rest of Europe, the United States, and internationally. The company was formerly known as D4t4 Solutions Plc and changed its name to Celebrus Technologies plc in November 2023. Celebrus Technologies plc was incorporated in 1985 and is headquartered in Sunbury-on-Thames, the United Kingdom.

Full DFORF 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.