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GDTRF vs JEPI: Dividend Comparison 2026

GDTRF yields 230.12% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 GDTRF wins by $275.27M in total portfolio value
10 years
GDTRF
GDTRF
● Live price
230.12%
Share price
$0.87
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$275.30M
Annual income
$148,424,871.29
Full GDTRF 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 — GDTRF vs JEPI

📍 GDTRF 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 PeriodGDTRFJEPI
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, GDTRF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

GDTRF
Annual income on $10K today (after 15% tax)
$19,560.46/yr
After 10yr DRIP, annual income (after tax)
$126,161,140.60/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, GDTRF beats the other by $126,159,841.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GDTRF: 50%JEPI: 50%
100% JEPI50/50100% GDTRF
Portfolio after 10yr
$137.67M
Annual income
$74,213,199.96/yr
Blended yield
53.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GDTRF buys
0
JEPI buys
0
No recent congressional trades found for GDTRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGDTRFJEPI
Forward yield230.12%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$275.30M$29.0K
Annual income after 10y$148,424,871.29$1,528.62
Total dividends collected$261.34M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearGDTRF PortfolioGDTRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$33,712$23,012.31$11,260$840.19+$22.5KGDTRF
2$108,577$72,504.51$12,641$907.94+$95.9KGDTRF
3$334,414$218,237.43$14,150$978.20+$320.3KGDTRF
4$986,018$628,194.30$15,795$1,050.85+$970.2KGDTRF
5$2,786,090$1,731,051.09$17,584$1,125.74+$2.77MGDTRF
6$7,552,383$4,571,266.27$19,526$1,202.74+$7.53MGDTRF
7$19,661,930$11,580,880.20$21,628$1,281.69+$19.64MGDTRF
8$49,215,601$28,177,336.66$23,898$1,362.43+$49.19MGDTRF
9$118,576,993$65,916,299.90$26,347$1,444.79+$118.55MGDTRF
10$275,302,254$148,424,871.29$28,982$1,528.62+$275.27MGDTRF

GDTRF vs JEPI: Complete Analysis 2026

GDTRFStock

Gladiator Metals Corp. engages in the acquisition, development, and operation of mineral property. It holds a 100% interest in the Koonenberry North Project comprising three exploration licenses covering 680 square kilometers located in New South Wales, Australia. The company is headquartered in Vancouver, Canada.

Full GDTRF 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.