HomeCompareNRTZF vs JEPI

NRTZF vs JEPI: Dividend Comparison 2026

NRTZF yields 3.81% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NRTZF wins by $1397.63M in total portfolio value
10 years
NRTZF
NRTZF
● Live price
3.81%
Share price
$11.47
Annual div
$0.44
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1397.66M
Annual income
$1,330,576,410.74
Full NRTZF 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 — NRTZF vs JEPI

📍 NRTZF 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 PeriodNRTZFJEPI
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, NRTZF + JEPI cover 0 of 12 monthsgood coverage

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

NRTZF
Annual income on $10K today (after 15% tax)
$323.86/yr
After 10yr DRIP, annual income (after tax)
$1,130,989,949.13/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, NRTZF beats the other by $1,130,988,649.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NRTZF: 50%JEPI: 50%
100% JEPI50/50100% NRTZF
Portfolio after 10yr
$698.85M
Annual income
$665,288,969.68/yr
Blended yield
95.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NRTZF buys
0
JEPI buys
0
No recent congressional trades found for NRTZF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNRTZFJEPI
Forward yield3.81%8.40%
Annual dividend / share$0.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1397.66M$29.0K
Annual income after 10y$1,330,576,410.74$1,528.62
Total dividends collected$1392.84M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNRTZF PortfolioNRTZF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,462$762.02$11,260$840.19+$202.00NRTZF
2$13,897$1,632.58$12,641$907.94+$1.3KNRTZF
3$18,570$3,699.81$14,150$978.20+$4.4KNRTZF
4$29,110$9,240.75$15,795$1,050.85+$13.3KNRTZF
5$58,225$27,076.77$17,584$1,125.74+$40.6KNRTZF
6$163,529$101,229.07$19,526$1,202.74+$144.0KNRTZF
7$706,400$531,423.34$21,628$1,281.69+$684.8KNRTZF
8$5,046,680$4,290,831.97$23,898$1,362.43+$5.02MNRTZF
9$62,698,400$57,298,452.54$26,347$1,444.79+$62.67MNRTZF
10$1,397,663,699$1,330,576,410.74$28,982$1,528.62+$1397.63MNRTZF

NRTZF vs JEPI: Complete Analysis 2026

NRTZFStock

Noritz Corporation engages in the development, manufacture, and sale of household appliances and equipment, and related services worldwide. The company offers heating ventilation and air conditioning (HVAC) equipment, such as water heaters, hydronic heating systems, gas fan heaters, gas co-generation systems, water tank units for use with fuel cells, solar water heaters, and industrial-use photovoltaic power generation systems. It also provides kitchen appliances, including built-in and counter-top gas stoves, gas ovens, and range hoods. In addition, the company offers product repair, installation, after-sales, and regulatory compliance and safety inspection services. Noritz Corporation was incorporated in 1951 and is headquartered in Kobe, Japan.

Full NRTZF 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.