HomeCompareLUGDF vs JEPI

LUGDF vs JEPI: Dividend Comparison 2026

LUGDF yields 2.16% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.1K in total portfolio value
10 years
LUGDF
LUGDF
● Live price
2.16%
Share price
$76.20
Annual div
$1.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$248.68
Full LUGDF 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 — LUGDF vs JEPI

📍 JEPI pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodLUGDFJEPI
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, LUGDF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LUGDF
Annual income on $10K today (after 15% tax)
$183.81/yr
After 10yr DRIP, annual income (after tax)
$211.38/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, JEPI beats the other by $1,087.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LUGDF: 50%JEPI: 50%
100% JEPI50/50100% LUGDF
Portfolio after 10yr
$25.9K
Annual income
$888.65/yr
Blended yield
3.43%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on LUGDF right now

LUGDF
Analyst Ratings
3
Buy
2
Hold
Consensus: Buy
Altman Z
27.9
Piotroski
5/9
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)

LUGDF buys
0
JEPI buys
0
No recent congressional trades found for LUGDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLUGDFJEPI
Forward yield2.16%8.40%
Annual dividend / share$1.65$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.9K$29.0K
Annual income after 10y$248.68$1,528.62
Total dividends collected$2.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLUGDF PortfolioLUGDF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,916$216.25$11,260$840.19$344.00JEPI
2$11,901$220.62$12,641$907.94$740.00JEPI
3$12,959$224.78$14,150$978.20$1.2KJEPI
4$14,095$228.75$15,795$1,050.85$1.7KJEPI
5$15,314$232.53$17,584$1,125.74$2.3KJEPI
6$16,622$236.11$19,526$1,202.74$2.9KJEPI
7$18,025$239.51$21,628$1,281.69$3.6KJEPI
8$19,530$242.74$23,898$1,362.43$4.4KJEPI
9$21,142$245.79$26,347$1,444.79$5.2KJEPI
10$22,871$248.68$28,982$1,528.62$6.1KJEPI

LUGDF vs JEPI: Complete Analysis 2026

LUGDFStock

Lundin Gold Inc. operates as a mining company in Canada. The company holds interests in 27 metallic mineral concessions and three construction material concessions covering an area of approximately 64,270 hectares located in Southeast Ecuador. It primary holds interests in the Fruta del Norte gold project comprising seven concessions covering an area of approximately 5,566 hectares located near the city of Loja in Ecuador. The company was formerly known as Fortress Minerals Corp. and changed its name to Lundin Gold Inc. in December 2014. Lundin Gold Inc. was incorporated in 1986 and is headquartered in Vancouver, Canada.

Full LUGDF 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 →
📬

Get this LUGDF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LUGDF vs SCHDLUGDF vs OLUGDF vs KOLUGDF vs MAINLUGDF vs JEPQLUGDF vs XYLDLUGDF vs DIVOLUGDF vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.