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PTHR vs JEPI: Dividend Comparison 2026

PTHR yields 34.97% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTHR wins by $146.6K in total portfolio value
10 years
PTHR
PTHR
● Live price
34.97%
Share price
$5.72
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$175.6K
Annual income
$26,494.15
Full PTHR 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 — PTHR vs JEPI

📍 PTHR 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 PeriodPTHRJEPI
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, PTHR + JEPI cover 0 of 12 monthsgood coverage

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

PTHR
Annual income on $10K today (after 15% tax)
$2,972.03/yr
After 10yr DRIP, annual income (after tax)
$22,520.03/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, PTHR beats the other by $21,220.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTHR: 50%JEPI: 50%
100% JEPI50/50100% PTHR
Portfolio after 10yr
$102.3K
Annual income
$14,011.38/yr
Blended yield
13.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTHR buys
0
JEPI buys
0
No recent congressional trades found for PTHR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTHRJEPI
Forward yield34.97%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$175.6K$29.0K
Annual income after 10y$26,494.15$1,528.62
Total dividends collected$126.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTHR PortfolioPTHR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,197$3,496.50$11,260$840.19+$2.9KPTHR
2$19,829$4,639.08$12,641$907.94+$7.2KPTHR
3$27,273$6,055.84$14,150$978.20+$13.1KPTHR
4$36,967$7,784.29$15,795$1,050.85+$21.2KPTHR
5$49,415$9,860.73$17,584$1,125.74+$31.8KPTHR
6$65,193$12,318.97$19,526$1,202.74+$45.7KPTHR
7$84,946$15,189.12$21,628$1,281.69+$63.3KPTHR
8$109,388$18,496.47$23,898$1,362.43+$85.5KPTHR
9$139,306$22,260.50$26,347$1,444.79+$113.0KPTHR
10$175,552$26,494.15$28,982$1,528.62+$146.6KPTHR

PTHR vs JEPI: Complete Analysis 2026

PTHRStock

Pono Capital Three, Inc. focuses on effecting a merger, share exchange, share purchase, asset acquisition, reorganization, or similar business combination with one or more businesses. It intends to focus on businesses in the enterprise security and operations applications, cloud-based content and digital streaming services, drone technology and service, artificial intelligence companies, consumer healthcare and wellness, biomedical technology, entertainment/gaming companies, distance learning, online retail, and e-sports companies. The company was incorporated in 2022 and is headquartered in Honolulu, Hawaii.

Full PTHR 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.