HomeCompareJEPI vs YORW

JEPI vs YORW: Dividend Comparison 2026

JEPI yields 8.56% · YORW yields 2.90%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YORW wins by $6.6K in total portfolio value· pulled ahead in Year 6
10 years
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 →
YORW
YORW
● Live price
2.90%
Share price
$30.86
Annual div
$0.89
5Y div CAGR
21.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.9K
Annual income
$3,361.83
Full YORW calculator →

Portfolio growth — JEPI vs YORW

📍 YORW pulled ahead of the other in Year 6

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 PeriodJEPIYORW
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, JEPI + YORW cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
YORW
Annual income on $10K today (after 15% tax)
$246.35/yr
After 10yr DRIP, annual income (after tax)
$2,857.56/yr
At 15% tax rate, YORW beats the other by $1,519.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPI: 50%YORW: 50%
100% YORW50/50100% JEPI
Portfolio after 10yr
$32.6K
Annual income
$2,467.75/yr
Blended yield
7.57%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

JEPI
No analyst data
YORW
Analyst Ratings
3
Hold
1
Sell
Consensus: Hold
Altman Z
0.9
Piotroski
4/9
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)

JEPI buys
4
YORW buys
0
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPIYORW
Forward yield8.56%2.90%
Annual dividend / share$4.76$0.89
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%21.5%
Portfolio after 10y$29.3K$35.9K
Annual income after 10y$1,573.67$3,361.83
Total dividends collected$12.0K$13.4K
Payment frequencymonthlyquarterly
SectorETFStock

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

YearJEPI PortfolioJEPI Income/yrYORW PortfolioYORW Income/yrGap
1$11,276$855.74$11,052$352.14+$224.00JEPI
2$12,675$926.02$12,268$441.93+$407.00JEPI
3$14,207$999.01$13,683$557.01+$524.00JEPI
4$15,878$1,074.57$15,347$705.48+$531.00JEPI
5$17,697$1,152.57$17,320$898.46+$377.00JEPI
6← crossover$19,674$1,232.87$19,683$1,151.36$9.00YORW
7$21,815$1,315.29$22,547$1,485.81$732.00YORW
8$24,131$1,399.68$26,058$1,932.62$1.9KYORW
9$26,630$1,485.86$30,418$2,536.24$3.8KYORW
10$29,323$1,573.67$35,909$3,361.83$6.6KYORW

JEPI vs YORW: Complete Analysis 2026

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 →

YORWStock

The York Water Company impounds, purifies, and distributes drinking water. It owns and operates three wastewater collection systems; five wastewater collection and treatment systems; and two reservoirs, including Lake Williams and Lake Redman, which hold approximately 2.2 billion gallons of water. The company also operates a 15-mile pipeline from the Susquehanna River to Lake Redman; and owns nine groundwater wells that supply water to customers in the Adams County. It serves customers in the fixtures and furniture, electrical machinery, food products, paper, ordnance units, textile products, air conditioning systems, laundry detergents, barbells, and motorcycle industries in 51 municipalities within three counties in south-central Pennsylvania. The York Water Company was incorporated in 1816 and is based in York, Pennsylvania.

Full YORW 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.