HomeComparePTAIY vs JEPI

PTAIY vs JEPI: Dividend Comparison 2026

PTAIY yields 6.34% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTAIY wins by $24481.28M in total portfolio value
10 years
PTAIY
PTAIY
● Live price
6.34%
Share price
$7.73
Annual div
$0.49
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24481.31M
Annual income
$23,761,215,165.01
Full PTAIY 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 — PTAIY vs JEPI

📍 PTAIY 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 PeriodPTAIYJEPI
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, PTAIY + JEPI cover 0 of 12 monthsgood coverage

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

PTAIY
Annual income on $10K today (after 15% tax)
$538.81/yr
After 10yr DRIP, annual income (after tax)
$20,197,032,890.26/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, PTAIY beats the other by $20,197,031,590.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTAIY: 50%JEPI: 50%
100% JEPI50/50100% PTAIY
Portfolio after 10yr
$12240.67M
Annual income
$11,880,608,346.81/yr
Blended yield
97.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTAIY buys
0
JEPI buys
0
No recent congressional trades found for PTAIY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTAIYJEPI
Forward yield6.34%8.40%
Annual dividend / share$0.49$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$24481.31M$29.0K
Annual income after 10y$23,761,215,165.01$1,528.62
Total dividends collected$24431.57M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTAIY PortfolioPTAIY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,968$1,267.79$11,260$840.19+$708.00PTAIY
2$15,642$2,836.00$12,641$907.94+$3.0KPTAIY
3$23,665$6,928.17$14,150$978.20+$9.5KPTAIY
4$44,913$19,592.26$15,795$1,050.85+$29.1KPTAIY
5$117,561$69,503.61$17,584$1,125.74+$100.0KPTAIY
6$465,839$340,048.41$19,526$1,202.74+$446.3KPTAIY
7$3,017,048$2,518,601.06$21,628$1,281.69+$3.00MPTAIY
8$33,717,888$30,489,646.00$23,898$1,362.43+$33.69MPTAIY
9$672,986,114$636,907,974.20$26,347$1,444.79+$672.96MPTAIY
10$24,481,310,307$23,761,215,165.01$28,982$1,528.62+$24481.28MPTAIY

PTAIY vs JEPI: Complete Analysis 2026

PTAIYStock

PT Astra International Tbk, together with its subsidiaries, operates in the automotive, financial services, heavy equipment, mining, construction, energy, agri, infrastructure and logistics, information technology, and property businesses in Indonesia. It offers cars, trucks, and motorcycles of various brands; manufactures and sells automotive components to the original equipment for manufacturers and replacement markets, as well as provides consultation services to its customers; financing for cars, motorcycles, and heavy equipment; life, vehicle, and health insurance, as well as other insurance for commercial business; and various banking products and services. The company also distributes heavy equipment for the mining, plantation, construction, forestry, transportation, and material handling industries; provides coal mining contracting services; operates coal mines; and produces crude palm oil. In addition, it is involved in the operation of toll roads; rental of vehicles; sale of used cars; and provision of logistics and warehousing services, as well as freight forwarding service through ground, sea, and air transportation. Further, the company offers various information technology business solutions based on document, information, and communication technology; and engages in the property development and management activities. Additionally, it is involved in the foundation; formwork and bekisting; pump services; and mechanical, electrical, and plumbing works. The company was incorporated in 1957 and is headquartered in Jakarta, Indonesia. PT Astra International Tbk is a subsidiary of Jardine Cycle & Carriage Limited.

Full PTAIY 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.