HomeComparePLTA vs JEPI

PLTA vs JEPI: Dividend Comparison 2026

PLTA yields 2.06% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.6K in total portfolio value
10 years
PLTA
PLTA
● Live price
2.06%
Share price
$16.74
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$235.42
Full PLTA 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 — PLTA vs JEPI

📍 JEPI 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 PeriodPLTAJEPI
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, PLTA + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLTA
Annual income on $10K today (after 15% tax)
$175.15/yr
After 10yr DRIP, annual income (after tax)
$200.11/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, JEPI beats the other by $1,137.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLTA: 50%JEPI: 50%
100% JEPI50/50100% PLTA
Portfolio after 10yr
$26.0K
Annual income
$904.54/yr
Blended yield
3.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLTA buys
0
JEPI buys
0
No recent congressional trades found for PLTA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLTAJEPI
Forward yield2.06%8.56%
Annual dividend / share$0.34$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$29.3K
Annual income after 10y$235.42$1,573.67
Total dividends collected$2.2K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPLTA PortfolioPLTA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,906$206.06$11,276$855.74$370.00JEPI
2$11,880$210.03$12,675$926.02$795.00JEPI
3$12,925$213.81$14,207$999.01$1.3KJEPI
4$14,047$217.40$15,878$1,074.57$1.8KJEPI
5$15,251$220.82$17,697$1,152.57$2.4KJEPI
6$16,543$224.06$19,674$1,232.87$3.1KJEPI
7$17,928$227.14$21,815$1,315.29$3.9KJEPI
8$19,413$230.05$24,131$1,399.68$4.7KJEPI
9$21,005$232.81$26,630$1,485.86$5.6KJEPI
10$22,710$235.42$29,323$1,573.67$6.6KJEPI

PLTA vs JEPI: Complete Analysis 2026

PLTAStock

ProShares Ultra PLTR seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of Class A common stock of Palantir Technologies Inc. (NASDAQ: PLTR).

Full PLTA 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.