HomeComparePRTO vs JEPI

PRTO vs JEPI: Dividend Comparison 2026

PRTO yields 7.92% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PRTO wins by $4.8K in total portfolio value
10 years
PRTO
PRTO
● Live price
7.92%
Share price
$25.26
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.8K
Annual income
$1,306.98
Full PRTO 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 — PRTO vs JEPI

📍 PRTO 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 PeriodPRTOJEPI
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, PRTO + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PRTO
Annual income on $10K today (after 15% tax)
$673.00/yr
After 10yr DRIP, annual income (after tax)
$1,110.93/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 $188.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PRTO: 50%JEPI: 50%
100% JEPI50/50100% PRTO
Portfolio after 10yr
$31.4K
Annual income
$1,417.80/yr
Blended yield
4.52%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PRTO right now

PRTO
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PRTO buys
0
JEPI buys
0
No recent congressional trades found for PRTO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRTOJEPI
Forward yield7.92%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.8K$29.0K
Annual income after 10y$1,306.98$1,528.62
Total dividends collected$10.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPRTO PortfolioPRTO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,492$791.77$11,260$840.19+$232.00PRTO
2$13,147$850.35$12,641$907.94+$506.00PRTO
3$14,976$909.16$14,150$978.20+$826.00PRTO
4$16,992$967.92$15,795$1,050.85+$1.2KPRTO
5$19,208$1,026.39$17,584$1,125.74+$1.6KPRTO
6$21,637$1,084.33$19,526$1,202.74+$2.1KPRTO
7$24,293$1,141.54$21,628$1,281.69+$2.7KPRTO
8$27,191$1,197.82$23,898$1,362.43+$3.3KPRTO
9$30,348$1,253.02$26,347$1,444.79+$4.0KPRTO
10$33,779$1,306.98$28,982$1,528.62+$4.8KPRTO

PRTO vs JEPI: Complete Analysis 2026

PRTOStock

PRTO is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in PRTO shares.

Full PRTO 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.