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DTJ vs JEPI: Dividend Comparison 2026

DTJ yields 7.97% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 DTJ wins by $8.9K in total portfolio value
10 years
DTJ
DTJ
● Live price
7.97%
Share price
$25.09
Annual div
$2.00
5Y div CAGR
3.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.9K
Annual income
$2,104.34
Full DTJ 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 — DTJ vs JEPI

📍 DTJ 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 PeriodDTJJEPI
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, DTJ + JEPI cover 0 of 12 monthsgood coverage

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

DTJ
Annual income on $10K today (after 15% tax)
$677.54/yr
After 10yr DRIP, annual income (after tax)
$1,788.69/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, DTJ beats the other by $489.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DTJ: 50%JEPI: 50%
100% JEPI50/50100% DTJ
Portfolio after 10yr
$33.4K
Annual income
$1,816.48/yr
Blended yield
5.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DTJ buys
0
JEPI buys
0
No recent congressional trades found for DTJ or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDTJJEPI
Forward yield7.97%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.8%0%
Portfolio after 10y$37.9K$29.0K
Annual income after 10y$2,104.34$1,528.62
Total dividends collected$13.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDTJ PortfolioDTJ Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,527$827.39$11,260$840.19+$267.00DTJ
2$13,260$925.24$12,641$907.94+$619.00DTJ
3$15,220$1,032.45$14,150$978.20+$1.1KDTJ
4$17,435$1,149.66$15,795$1,050.85+$1.6KDTJ
5$19,933$1,277.60$17,584$1,125.74+$2.3KDTJ
6$22,746$1,416.96$19,526$1,202.74+$3.2KDTJ
7$25,906$1,568.52$21,628$1,281.69+$4.3KDTJ
8$29,453$1,733.05$23,898$1,362.43+$5.6KDTJ
9$33,426$1,911.38$26,347$1,444.79+$7.1KDTJ
10$37,870$2,104.34$28,982$1,528.62+$8.9KDTJ

DTJ vs JEPI: Complete Analysis 2026

DTJStock

DTE Energy Company engages in the utility operations. The company's Electric segment generates, purchases, distributes, and sells electricity to approximately 2.3 million residential, commercial, and industrial customers in southeastern Michigan. It generates electricity through fossil-fuel, hydroelectric pumped storage, and nuclear plants, as well as wind and other renewable assets. This segment owns and operates approximately 698 distribution substations and 449,800 line transformers. The company's Gas segment purchases, stores, transports, distributes, and sells natural gas to approximately 1.3 million residential, commercial, and industrial customers throughout Michigan; and sells storage and transportation capacity. This segment has approximately 20,000 miles of distribution mains; 1,304,000 service pipelines; and 1,305,000 active meters, as well as owns approximately 2,000 miles of transmission pipelines. The company's Power and Industrial Projects segment offers metallurgical coke; pulverized coal and petroleum coke to the steel, pulp and paper, and other industries; and power, steam and chilled water production, and wastewater treatment services, as well as supplies compressed air to industrial customers. Its Energy Trading segment engages in power, natural gas, and environmental marketing and trading; structured transactions; and the optimization of contracted natural gas pipeline transportation and storage positions. The company was founded in 1903 and is headquartered in Detroit, Michigan.

Full DTJ 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.