HomeCompareFRTA vs JEPI

FRTA vs JEPI: Dividend Comparison 2026

FRTA yields 8.33% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FRTA wins by $5.7K in total portfolio value
10 years
FRTA
FRTA
● Live price
8.33%
Share price
$24.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,411.18
Full FRTA 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 — FRTA vs JEPI

📍 FRTA 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 PeriodFRTAJEPI
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%.
📅

Dividend Calendar Overlap

Combined, FRTA + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FRTA
Annual income on $10K today (after 15% tax)
$708.33/yr
After 10yr DRIP, annual income (after tax)
$1,199.50/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, JEPI beats the other by $99.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FRTA: 50%JEPI: 50%
100% JEPI50/50100% FRTA
Portfolio after 10yr
$31.9K
Annual income
$1,469.90/yr
Blended yield
4.61%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FRTA right now

FRTA
Analyst Ratings
7
Buy
4
Hold
Consensus: Buy
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FRTA buys
0
JEPI buys
0
No recent congressional trades found for FRTA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFRTAJEPI
Forward yield8.33%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$34.7K$29.0K
Annual income after 10y$1,411.18$1,528.62
Total dividends collected$11.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFRTA PortfolioFRTA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,533$833.33$11,260$840.19+$273.00FRTA
2$13,239$898.23$12,641$907.94+$598.00FRTA
3$15,129$963.61$14,150$978.20+$979.00FRTA
4$17,217$1,029.16$15,795$1,050.85+$1.4KFRTA
5$19,517$1,094.59$17,584$1,125.74+$1.9KFRTA
6$22,043$1,159.63$19,526$1,202.74+$2.5KFRTA
7$24,810$1,224.02$21,628$1,281.69+$3.2KFRTA
8$27,834$1,287.54$23,898$1,362.43+$3.9KFRTA
9$31,133$1,349.99$26,347$1,444.79+$4.8KFRTA
10$34,723$1,411.18$28,982$1,528.62+$5.7KFRTA

FRTA vs JEPI: Complete Analysis 2026

FRTAStock

Forterra, Inc., through its subsidiaries, manufactures and sells pipe and precast products in the United States, Canada, and Mexico. It operates through Drainage Pipe & Products; and Water Pipe & Products segments. The company offers concrete drainage pipes used for storm water applications, residential and non-residential site developments, sanitary sewers, low-pressure sewer force mains, tunneled systems, treatment plant piping, and utility tunnels; precast concrete products, including box culverts, utility vaults, manholes, drainage inlets, and pipe end sections used for roadway and airport drainage, storm water management, utility construction, and water treatment and filtration systems; and architectural panels for buildings, modular railroad crossings, retaining wall and storm water treatment systems, highway noise barriers, and concrete vaults that are used to house dry or wet utilities. It also provides hollow-core planks, prestressed bridge girders, beams, columns, wall panels, stairs, garage floors, and architectural claddings for parking garages and arched and modular bridges; precast concrete bridge girders for highway projects; precast concrete foundation to support prefabricated shelters or equipment buildings; precast product that consolidates and protects underground electrical and communication cables; and storm water technologies for storm water management market. In addition, the company offers ductile iron pipes for transmission and distribution of potable and wastewater; concrete pressure pipes for water transmission and distribution, power plant cooling water lines, sewage force mains for waste and storm water, and other applications; and prestressed concrete and bar-wrapped concrete pipes. The company was founded in 1899 and is headquartered in Irving, Texas. As of March 18, 2022, Forterra, Inc. operates as a subsidiary of Quikrete Holdings, Inc.

Full FRTA 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.