HomeCompareERTWF vs JEPI

ERTWF vs JEPI: Dividend Comparison 2026

ERTWF yields 36.04% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ERTWF wins by $157.4K in total portfolio value
10 years
ERTWF
ERTWF
● Live price
36.04%
Share price
$5.55
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$186.4K
Annual income
$28,856.48
Full ERTWF 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 — ERTWF vs JEPI

📍 ERTWF 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 PeriodERTWFJEPI
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, ERTWF + JEPI cover 0 of 12 monthsgood coverage

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

ERTWF
Annual income on $10K today (after 15% tax)
$3,063.06/yr
After 10yr DRIP, annual income (after tax)
$24,528.01/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, ERTWF beats the other by $23,228.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ERTWF: 50%JEPI: 50%
100% JEPI50/50100% ERTWF
Portfolio after 10yr
$107.7K
Annual income
$15,192.55/yr
Blended yield
14.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ERTWF buys
0
JEPI buys
0
No recent congressional trades found for ERTWF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricERTWFJEPI
Forward yield36.04%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$186.4K$29.0K
Annual income after 10y$28,856.48$1,528.62
Total dividends collected$135.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearERTWF PortfolioERTWF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,304$3,603.60$11,260$840.19+$3.0KERTWF
2$20,122$4,817.24$12,641$907.94+$7.5KERTWF
3$27,864$6,333.49$14,150$978.20+$13.7KERTWF
4$38,011$8,196.55$15,795$1,050.85+$22.2KERTWF
5$51,122$10,449.93$17,584$1,125.74+$33.5KERTWF
6$67,835$13,134.85$19,526$1,202.74+$48.3KERTWF
7$88,873$16,288.83$21,628$1,281.69+$67.2KERTWF
8$115,038$19,944.27$23,898$1,362.43+$91.1KERTWF
9$147,218$24,127.25$26,347$1,444.79+$120.9KERTWF
10$186,380$28,856.48$28,982$1,528.62+$157.4KERTWF

ERTWF vs JEPI: Complete Analysis 2026

ERTWFStock

Eurotech S.p.A. engages in the research and development, production, and marketing of miniaturized computers and high-performance computers featuring high computing capacity in Italy and internationally. The company offers embedded boards and modules, such as COM Express CPU-modules, small form factor boards, single board computers, VME boards, compact peripheral component interconnect boards, PC/104 boards, and development kits. It also provides embedded and edge computers, HMIs and displays, and expansion modules; mobile access routers, data loggers and storage systems, and networking modules; and high performance embedded computing systems, switches, and boards for data access and management. In addition, the company offers intelligent sensors, such as people counters and environmental monitoring systems; multi-service IoT edge gateways, IoT edge framework, and IoT integration platform; wearable devices and handheld computers, as well as G-Station, a supercomputer solution. Further, it provides IoT consulting and solutions and product design and manufacturing services. The company serves industrial and automation, transportation and mobility, energy and utilities, defense and aerospace, and medical and healthcare markets. Eurotech S.p.A. was founded in 1992 and is headquartered in Amaro, Italy.

Full ERTWF 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.