HomeComparePFMT vs JEPI

PFMT vs JEPI: Dividend Comparison 2026

PFMT yields 56.18% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFMT wins by $509.9K in total portfolio value
10 years
PFMT
PFMT
● Live price
56.18%
Share price
$3.56
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$539.3K
Annual income
$119,796.88
Full PFMT calculator →
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 →

Portfolio growth — PFMT vs JEPI

📍 PFMT 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 PeriodPFMTJEPI
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, PFMT + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PFMT
Annual income on $10K today (after 15% tax)
$4,775.28/yr
After 10yr DRIP, annual income (after tax)
$101,827.35/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, PFMT beats the other by $100,489.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFMT: 50%JEPI: 50%
100% JEPI50/50100% PFMT
Portfolio after 10yr
$284.3K
Annual income
$60,685.27/yr
Blended yield
21.35%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PFMT right now

PFMT
Analyst Ratings
6
Buy
5
Hold
Consensus: Buy
Price Target
$8.00
+124.7% upside vs current
Range: $8.00 — $8.00
Altman Z
6.5
Piotroski
4/9
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)

PFMT buys
0
JEPI buys
0
No recent congressional trades found for PFMT or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFMTJEPI
Forward yield56.18%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$539.3K$29.3K
Annual income after 10y$119,796.88$1,573.67
Total dividends collected$441.4K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPFMT PortfolioPFMT Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$16,318$5,617.98$11,276$855.74+$5.0KPFMT
2$26,028$8,567.67$12,675$926.02+$13.4KPFMT
3$40,622$12,771.79$14,207$999.01+$26.4KPFMT
4$62,094$18,628.85$15,878$1,074.57+$46.2KPFMT
5$93,054$26,613.05$17,697$1,152.57+$75.4KPFMT
6$136,840$37,273.01$19,674$1,232.87+$117.2KPFMT
7$197,645$51,226.14$21,815$1,315.29+$175.8KPFMT
8$280,629$69,148.09$24,131$1,399.68+$256.5KPFMT
9$392,030$91,757.54$26,630$1,485.86+$365.4KPFMT
10$539,269$119,796.88$29,323$1,573.67+$509.9KPFMT

PFMT vs JEPI: Complete Analysis 2026

PFMTStock

Performant Financial Corporation provides technology-enabled audit, recovery, outsource customer, and related analytics services in the United States. The company offers recovery services to the clients in Federal guaranteed student loan program and private institutions; identifies and tracks defaulted borrowers across its clients' portfolios of student loans; rehabilitates and recovers past due student loans; provides tax recovery services to federal, state and municipal agencies; recovers government debt for various federal agencies; and offers audit and recovery services to identify improper healthcare payments for public and private healthcare clients. It also identifies improper payments resulting from incorrect coding, procedures that were not medically necessary, incomplete documentation, and claims submitted based on outdated fee schedules; and provides first party call center and other outsourced services. In addition, the company offers Performant Insight that provides various services, such as post- and pre-payment audit of healthcare claims, detection of fraud, waste and abuse of healthcare claims, coordination of benefits, and pharmacy fraud detection services. The company was formerly known as DCS Holdings, Inc. and changed its name to Performant Financial Corporation in 2005. Performant Financial Corporation was founded in 1976 and is headquartered in Livermore, California.

Full PFMT 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 PFMT vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PFMT vs SCHDPFMT vs OPFMT vs KOPFMT vs MAINPFMT vs JEPQPFMT vs XYLDPFMT vs DIVOPFMT 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.