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EDGW vs JEPI: Dividend Comparison 2026

EDGW yields 45.05% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EDGW wins by $275.1K in total portfolio value
10 years
EDGW
EDGW
● Live price
45.05%
Share price
$4.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$304.1K
Annual income
$56,653.83
Full EDGW 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 — EDGW vs JEPI

📍 EDGW 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 PeriodEDGWJEPI
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, EDGW + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EDGW
Annual income on $10K today (after 15% tax)
$3,828.83/yr
After 10yr DRIP, annual income (after tax)
$48,155.76/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, EDGW beats the other by $46,856.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EDGW: 50%JEPI: 50%
100% JEPI50/50100% EDGW
Portfolio after 10yr
$166.5K
Annual income
$29,091.22/yr
Blended yield
17.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EDGW buys
0
JEPI buys
0
No recent congressional trades found for EDGW or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEDGWJEPI
Forward yield45.05%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$304.1K$29.0K
Annual income after 10y$56,653.83$1,528.62
Total dividends collected$236.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEDGW PortfolioEDGW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$15,205$4,504.50$11,260$840.19+$3.9KEDGW
2$22,670$6,400.82$12,641$907.94+$10.0KEDGW
3$33,176$8,919.16$14,150$978.20+$19.0KEDGW
4$47,697$12,198.75$15,795$1,050.85+$31.9KEDGW
5$67,426$16,390.81$17,584$1,125.74+$49.8KEDGW
6$93,801$21,654.97$19,526$1,202.74+$74.3KEDGW
7$128,522$28,154.80$21,628$1,281.69+$106.9KEDGW
8$173,571$36,052.72$23,898$1,362.43+$149.7KEDGW
9$231,226$45,504.53$26,347$1,444.79+$204.9KEDGW
10$304,065$56,653.83$28,982$1,528.62+$275.1KEDGW

EDGW vs JEPI: Complete Analysis 2026

EDGWStock

EDGW is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in EDGW shares.

Full EDGW 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.