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EERGF vs JEPI: Dividend Comparison 2026

EERGF yields 10.76% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 EERGF wins by $11.7K in total portfolio value
10 years
EERGF
EERGF
● Live price
10.76%
Share price
$11.14
Annual div
$1.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.7K
Annual income
$2,111.19
Full EERGF 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 — EERGF vs JEPI

📍 EERGF 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 PeriodEERGFJEPI
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, EERGF + JEPI cover 0 of 12 monthsgood coverage

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

EERGF
Annual income on $10K today (after 15% tax)
$914.40/yr
After 10yr DRIP, annual income (after tax)
$1,794.51/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, EERGF beats the other by $495.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EERGF: 50%JEPI: 50%
100% JEPI50/50100% EERGF
Portfolio after 10yr
$34.8K
Annual income
$1,819.90/yr
Blended yield
5.22%
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Analyst Conviction Gap

Where Wall Street is split right now

EERGF
Analyst Ratings
3
Hold
Consensus: Hold
Altman Z
0.8
Piotroski
3/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EERGF buys
0
JEPI buys
0
No recent congressional trades found for EERGF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEERGFJEPI
Forward yield10.76%8.40%
Annual dividend / share$1.20$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.7K$29.0K
Annual income after 10y$2,111.19$1,528.62
Total dividends collected$15.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEERGF PortfolioEERGF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,776$1,075.76$11,260$840.19+$516.00EERGF
2$13,784$1,183.92$12,641$907.94+$1.1KEERGF
3$16,044$1,295.16$14,150$978.20+$1.9KEERGF
4$18,576$1,408.89$15,795$1,050.85+$2.8KEERGF
5$21,401$1,524.52$17,584$1,125.74+$3.8KEERGF
6$24,540$1,641.45$19,526$1,202.74+$5.0KEERGF
7$28,017$1,759.12$21,628$1,281.69+$6.4KEERGF
8$31,855$1,876.97$23,898$1,362.43+$8.0KEERGF
9$36,080$1,994.48$26,347$1,444.79+$9.7KEERGF
10$40,717$2,111.19$28,982$1,528.62+$11.7KEERGF

EERGF vs JEPI: Complete Analysis 2026

EERGFStock

Energean plc engages in the exploration, development, and production of oil and gas. It operates through four segments: Europe, Israel, Egypt, and New Ventures. The company holds interests in the Eastern Mediterranean. Its flagship project is the Karish and Tanin development located to the offshore Israel. The company has 965 million barrels of oil equivalents of proven and probable, and contingent resources. It also provides financing services; and holds a gas transportation license. The company was formerly known as Energean Oil & Gas plc and changed its name to Energean plc in May 2020. Energean plc was founded in 2007 and is based in London, the United Kingdom.

Full EERGF 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.