HomeCompareEMTRF vs JEPI

EMTRF vs JEPI: Dividend Comparison 2026

EMTRF yields 251.13% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EMTRF wins by $474.20M in total portfolio value
10 years
EMTRF
EMTRF
● Live price
251.13%
Share price
$0.80
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$474.23M
Annual income
$265,925,169.50
Full EMTRF 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 — EMTRF vs JEPI

📍 EMTRF 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 PeriodEMTRFJEPI
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, EMTRF + JEPI cover 0 of 12 monthsgood coverage

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

EMTRF
Annual income on $10K today (after 15% tax)
$21,346.06/yr
After 10yr DRIP, annual income (after tax)
$226,036,394.08/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, EMTRF beats the other by $226,035,094.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EMTRF: 50%JEPI: 50%
100% JEPI50/50100% EMTRF
Portfolio after 10yr
$237.13M
Annual income
$132,963,349.06/yr
Blended yield
56.07%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EMTRF buys
0
JEPI buys
0
No recent congressional trades found for EMTRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEMTRFJEPI
Forward yield251.13%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$474.23M$29.0K
Annual income after 10y$265,925,169.50$1,528.62
Total dividends collected$452.03M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEMTRF PortfolioEMTRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$35,813$25,113.01$11,260$840.19+$24.6KEMTRF
2$122,373$84,053.49$12,641$907.94+$109.7KEMTRF
3$399,362$268,422.10$14,150$978.20+$385.2KEMTRF
4$1,245,996$818,679.22$15,795$1,050.85+$1.23MEMTRF
5$3,720,369$2,387,153.50$17,584$1,125.74+$3.70MEMTRF
6$10,642,202$6,661,406.27$19,526$1,202.74+$10.62MEMTRF
7$29,195,665$17,808,508.90$21,628$1,281.69+$29.17MEMTRF
8$76,898,810$45,659,448.93$23,898$1,362.43+$76.87MEMTRF
9$194,677,024$112,395,297.72$26,347$1,444.79+$194.65MEMTRF
10$474,229,586$265,925,169.50$28,982$1,528.62+$474.20MEMTRF

EMTRF vs JEPI: Complete Analysis 2026

EMTRFStock

Element 29 Resources Inc. acquires, explores for, evaluates, and develops mineral properties in Peru. The company primarily explores for copper, molybdenum, gold, silver, lead, zinc, and other deposits. Its flagship property is the Flor de Cobre project comprising seven mining concessions and two concession applications covering an area of approximately 1,927 hectares located in the Southern Peru. The company also holds 100% interests in the Elida project that includes 28 mining concessions covering an area of approximately 19,210 hectares located in the province of Ocros; the Pahuay Copper Skarn project covering an area of approximately 700 hectares located to the south of Lima; and Muñaorjo copper project covering an area of 1,000 hectares located in Peru. Element 29 Resources Inc. was incorporated in 2017 and is headquartered in Vancouver, Canada.

Full EMTRF 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.