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PEGY vs JEPI: Dividend Comparison 2026

PEGY yields 59.88% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEGY wins by $2.9K in total portfolio value
10 years
PEGY
PEGY
● Live price
59.88%
Share price
$3.34
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.8K
Annual income
$9.46
Full PEGY 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 — PEGY vs JEPI

📍 PEGY 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 PeriodPEGYJEPI
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, PEGY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PEGY
Annual income on $10K today (after 15% tax)
$5,089.82/yr
After 10yr DRIP, annual income (after tax)
$8.04/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 $1,291.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEGY: 50%JEPI: 50%
100% JEPI50/50100% PEGY
Portfolio after 10yr
$30.4K
Annual income
$769.04/yr
Blended yield
2.53%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEGY right now

PEGY
Analyst Ratings
2
Buy
Consensus: Buy
Price Target
$50.00
+1397.0% upside vs current
Range: $50.00 — $50.00
Altman Z
1.3
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)

PEGY buys
0
JEPI buys
0
No recent congressional trades found for PEGY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEGYJEPI
Forward yield59.88%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$31.8K$29.0K
Annual income after 10y$9.46$1,528.62
Total dividends collected$7.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPEGY PortfolioPEGY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,694$2,994.01$11,260$840.19+$2.4KPEGY
2$16,568$1,915.89$12,641$907.94+$3.9KPEGY
3$18,811$1,083.20$14,150$978.20+$4.7KPEGY
4$20,703$574.69$15,795$1,050.85+$4.9KPEGY
5$22,448$295.55$17,584$1,125.74+$4.9KPEGY
6$24,169$149.75$19,526$1,202.74+$4.6KPEGY
7$25,936$75.34$21,628$1,281.69+$4.3KPEGY
8$27,789$37.78$23,898$1,362.43+$3.9KPEGY
9$29,753$18.92$26,347$1,444.79+$3.4KPEGY
10$31,846$9.46$28,982$1,528.62+$2.9KPEGY

PEGY vs JEPI: Complete Analysis 2026

PEGYStock

Pineapple Holdings, Inc. provides photovoltaic solar energy systems to residential homeowners in the United States. It offers a range of installation services, including design, engineering, procurement, permitting, construction, grid connection, warranty, monitoring, and maintenance of residential solar energy systems. The company also offers battery storage products and energy management control devices on solar systems that are paired with batteries. In addition, it develops and manufactures energy management software and hardware. Pineapple Holdings, Inc. is based in Minnetonka, Minnesota.

Full PEGY 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.