HomeCompareDTCBD vs JEPI

DTCBD vs JEPI: Dividend Comparison 2026

DTCBD yields 8.03% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 DTCBD wins by $5.1K in total portfolio value
10 years
DTCBD
DTCBD
● Live price
8.03%
Share price
$24.90
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,335.25
Full DTCBD 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 — DTCBD vs JEPI

📍 DTCBD 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 PeriodDTCBDJEPI
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, DTCBD + JEPI cover 0 of 12 monthsgood coverage

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

DTCBD
Annual income on $10K today (after 15% tax)
$682.73/yr
After 10yr DRIP, annual income (after tax)
$1,134.96/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 $164.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DTCBD: 50%JEPI: 50%
100% JEPI50/50100% DTCBD
Portfolio after 10yr
$31.5K
Annual income
$1,431.93/yr
Blended yield
4.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DTCBD buys
0
JEPI buys
0
No recent congressional trades found for DTCBD or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDTCBDJEPI
Forward yield8.03%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$34.0K$29.0K
Annual income after 10y$1,335.25$1,528.62
Total dividends collected$10.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDTCBD PortfolioDTCBD Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,503$803.21$11,260$840.19+$243.00DTCBD
2$13,172$863.51$12,641$907.94+$531.00DTCBD
3$15,018$924.09$14,150$978.20+$868.00DTCBD
4$17,054$984.68$15,795$1,050.85+$1.3KDTCBD
5$19,293$1,045.01$17,584$1,125.74+$1.7KDTCBD
6$21,748$1,104.86$19,526$1,202.74+$2.2KDTCBD
7$24,435$1,163.99$21,628$1,281.69+$2.8KDTCBD
8$27,367$1,222.22$23,898$1,362.43+$3.5KDTCBD
9$30,562$1,279.35$26,347$1,444.79+$4.2KDTCBD
10$34,037$1,335.25$28,982$1,528.62+$5.1KDTCBD

DTCBD vs JEPI: Complete Analysis 2026

DTCBDStock

Solo Brands, Inc. operates a direct-to-consumer platform that offers outdoor and lifestyle branded products in the United States. The company provides camp stoves under the Solo Stove Lite brand name; fire pits under the Solo Stove brand name; kayaks under the Oru brand name; paddle boards under the ISLE brand name; and storage solutions for fire pits, firewood, and other accessories. It offers swim trunks, casual shorts, sport products, polos, shirts, and lounge products under the Chubbies brand name; consumables, such as color packs, starters, natural charcoal, fuel, pellets, and firewood products; and accessories under the Solo Stove, Oru, and ISLE brands. Solo Brands, Inc. was founded in 2011 and is headquartered in Grapevine, Texas.

Full DTCBD 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.