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PALU vs JEPI: Dividend Comparison 2026

PALU yields 15.41% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PALU wins by $25.9K in total portfolio value
10 years
PALU
PALU
● Live price
15.41%
Share price
$12.60
Annual div
$1.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.9K
Annual income
$3,984.35
Full PALU 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 — PALU vs JEPI

📍 PALU 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 PeriodPALUJEPI
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, PALU + JEPI cover 0 of 12 monthsgood coverage

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

PALU
Annual income on $10K today (after 15% tax)
$1,309.49/yr
After 10yr DRIP, annual income (after tax)
$3,386.70/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, PALU beats the other by $2,087.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PALU: 50%JEPI: 50%
100% JEPI50/50100% PALU
Portfolio after 10yr
$41.9K
Annual income
$2,756.48/yr
Blended yield
6.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PALU buys
0
JEPI buys
0
No recent congressional trades found for PALU or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPALUJEPI
Forward yield15.41%8.40%
Annual dividend / share$1.94$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$54.9K$29.0K
Annual income after 10y$3,984.35$1,528.62
Total dividends collected$27.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPALU PortfolioPALU Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,241$1,540.57$11,260$840.19+$981.00PALU
2$14,860$1,762.38$12,641$907.94+$2.2KPALU
3$17,900$1,999.53$14,150$978.20+$3.8KPALU
4$21,403$2,250.98$15,795$1,050.85+$5.6KPALU
5$25,417$2,515.54$17,584$1,125.74+$7.8KPALU
6$29,988$2,791.84$19,526$1,202.74+$10.5KPALU
7$35,166$3,078.44$21,628$1,281.69+$13.5KPALU
8$41,001$3,373.78$23,898$1,362.43+$17.1KPALU
9$47,548$3,676.28$26,347$1,444.79+$21.2KPALU
10$54,860$3,984.35$28,982$1,528.62+$25.9KPALU

PALU vs JEPI: Complete Analysis 2026

PALUStock

The Direxion Daily PANW Bull 2X ETF and Direxion Daily PANW Bear 1X ETF seek daily investment results, before fees and expenses, of 200% and 100% of the inverse (or opposite), respectively, of the performance of the common shares of Palo Alto Networks, Inc. (NASDAQ: PANW).

Full PALU 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.