HomeCompareGATO vs JEPI

GATO vs JEPI: Dividend Comparison 2026

GATO yields 13.89% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GATO wins by $20.8K in total portfolio value
10 years
GATO
GATO
● Live price
13.89%
Share price
$14.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.8K
Annual income
$3,285.79
Full GATO 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 — GATO vs JEPI

📍 GATO 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 PeriodGATOJEPI
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, GATO + JEPI cover 0 of 12 monthsgood coverage

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

GATO
Annual income on $10K today (after 15% tax)
$1,180.56/yr
After 10yr DRIP, annual income (after tax)
$2,792.92/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, GATO beats the other by $1,493.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GATO: 50%JEPI: 50%
100% JEPI50/50100% GATO
Portfolio after 10yr
$39.4K
Annual income
$2,407.20/yr
Blended yield
6.11%
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Analyst Conviction Gap

Where Wall Street is most bullish on GATO right now

GATO
Analyst Ratings
1
Buy
4
Hold
Consensus: Hold
Price Target
$14.55
+1.0% upside vs current
Range: $10.00 — $17.50
Altman Z
48.5
Piotroski
6/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GATO buys
0
JEPI buys
0
No recent congressional trades found for GATO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGATOJEPI
Forward yield13.89%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$49.8K$29.0K
Annual income after 10y$3,285.79$1,528.62
Total dividends collected$23.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearGATO PortfolioGATO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,089$1,388.89$11,260$840.19+$829.00GATO
2$14,504$1,569.17$12,641$907.94+$1.9KGATO
3$17,279$1,759.53$14,150$978.20+$3.1KGATO
4$20,448$1,959.01$15,795$1,050.85+$4.7KGATO
5$24,046$2,166.59$17,584$1,125.74+$6.5KGATO
6$28,110$2,381.13$19,526$1,202.74+$8.6KGATO
7$32,679$2,601.50$21,628$1,281.69+$11.1KGATO
8$37,793$2,826.51$23,898$1,362.43+$13.9KGATO
9$43,494$3,054.99$26,347$1,444.79+$17.1KGATO
10$49,824$3,285.79$28,982$1,528.62+$20.8KGATO

GATO vs JEPI: Complete Analysis 2026

GATOStock

Gatos Silver, Inc. engages in the exploration, development, and production of precious metals. It primarily explores for silver ores. The company also explores for zinc, lead, copper, and gold ores. Its flagship asset is the Cerro Los Gatos mine located at the Los Gatos District in Chihuahua state, Mexico. The company was formerly known as Sunshine Silver Mining & Refining Corporation and changed its name to Gatos Silver, Inc. in October 2020. Gatos Silver, Inc. was incorporated in 2009 and is based in Greenwood Village, Colorado.

Full GATO 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.