HomeCompareITEEF vs JEPI

ITEEF vs JEPI: Dividend Comparison 2026

ITEEF yields 7.08% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ITEEF wins by $2.6K in total portfolio value
10 years
ITEEF
ITEEF
● Live price
7.08%
Share price
$0.15
Annual div
$0.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,108.90
Full ITEEF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — ITEEF vs JEPI

📍 ITEEF 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 PeriodITEEFJEPI
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, ITEEF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ITEEF
Annual income on $10K today (after 15% tax)
$601.45/yr
After 10yr DRIP, annual income (after tax)
$942.57/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $395.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ITEEF: 50%JEPI: 50%
100% JEPI50/50100% ITEEF
Portfolio after 10yr
$30.6K
Annual income
$1,341.28/yr
Blended yield
4.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITEEF buys
0
JEPI buys
0
No recent congressional trades found for ITEEF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITEEFJEPI
Forward yield7.08%8.56%
Annual dividend / share$0.01$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.9K$29.3K
Annual income after 10y$1,108.90$1,573.67
Total dividends collected$9.1K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearITEEF PortfolioITEEF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,408$707.59$11,276$855.74+$132.00ITEEF
2$12,960$754.38$12,675$926.02+$285.00ITEEF
3$14,669$801.00$14,207$999.01+$462.00ITEEF
4$16,543$847.27$15,878$1,074.57+$665.00ITEEF
5$18,594$893.00$17,697$1,152.57+$897.00ITEEF
6$20,833$938.06$19,674$1,232.87+$1.2KITEEF
7$23,274$982.29$21,815$1,315.29+$1.5KITEEF
8$25,929$1,025.57$24,131$1,399.68+$1.8KITEEF
9$28,812$1,067.80$26,630$1,485.86+$2.2KITEEF
10$31,937$1,108.90$29,323$1,573.67+$2.6KITEEF

ITEEF vs JEPI: Complete Analysis 2026

ITEEFStock

i3 Energy Plc, a holding company, engages in the development and production of oil and gas assets in the United Kingdom and Canada. The company owns a 100% interest in the 13/23c and 13/23d blocks of Liberator oil field; and 13/23c-10 well in the Serenity oil field. It also owns working interest in Central Alberta, Wapiti / Elmworth, Simonette, and the Clearwater play properties. The company was founded in 2014 and is based in Westhill, the United Kingdom.

Full ITEEF 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.