HomeCompareITAYY vs JEPI

ITAYY vs JEPI: Dividend Comparison 2026

ITAYY yields 8.81% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ITAYY wins by $190538.63M in total portfolio value
10 years
ITAYY
ITAYY
● Live price
8.81%
Share price
$3.67
Annual div
$0.32
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$190538.66M
Annual income
$186,473,588,545.41
Full ITAYY 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 — ITAYY vs JEPI

📍 ITAYY 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 PeriodITAYYJEPI
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, ITAYY + JEPI cover 0 of 12 monthsgood coverage

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

ITAYY
Annual income on $10K today (after 15% tax)
$749.04/yr
After 10yr DRIP, annual income (after tax)
$158,502,550,263.60/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, ITAYY beats the other by $158,502,548,964.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ITAYY: 50%JEPI: 50%
100% JEPI50/50100% ITAYY
Portfolio after 10yr
$95269.34M
Annual income
$93,236,795,037.02/yr
Blended yield
97.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITAYY buys
0
JEPI buys
0
No recent congressional trades found for ITAYY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITAYYJEPI
Forward yield8.81%8.40%
Annual dividend / share$0.32$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$190538.66M$29.0K
Annual income after 10y$186,473,588,545.41$1,528.62
Total dividends collected$190262.23M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearITAYY PortfolioITAYY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,462$1,762.45$11,260$840.19+$1.2KITAYY
2$17,440$4,105.51$12,641$907.94+$4.8KITAYY
3$29,400$10,739.02$14,150$978.20+$15.3KITAYY
4$65,296$33,838.10$15,795$1,050.85+$49.5KITAYY
5$210,339$140,472.32$17,584$1,125.74+$192.8KITAYY
6$1,070,866$845,802.53$19,526$1,202.74+$1.05MITAYY
7$9,194,599$8,048,772.68$21,628$1,281.69+$9.17MITAYY
8$139,011,799$129,173,578.20$23,898$1,362.43+$138.99MITAYY
9$3,799,128,568$3,650,385,943.22$26,347$1,444.79+$3799.10MITAYY
10$190,538,656,113$186,473,588,545.41$28,982$1,528.62+$190538.63MITAYY

ITAYY vs JEPI: Complete Analysis 2026

ITAYYStock

PT Indo Tambangraya Megah Tbk, together with its subsidiaries, engages in coal mining activities. The company operates seven mining concessions in the island of Kalimantan covering East, Central, and South Kalimantan. It also owns and operates the Bontang Coal Terminal, three loading ports, and Bontang power plant. In addition, the company provides mining support, coal and fuel trading, fuel distribution, coal transportation, and alternative energy marketing services, as well as engages in renewable power generation activities. It primarily sells its coal in Indonesia, India, Pakistan, Taiwan, China, Hong Kong, Korea, Japan, Europe, Australia, and Oceania. The company was founded in 1987 and is headquartered in South Jakarta, Indonesia. PT Indo Tambangraya Megah Tbk is a subsidiary of Banpu Minerals (Singapore) Pte. Ltd.

Full ITAYY 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.