HomeComparePTKFY vs JEPI

PTKFY vs JEPI: Dividend Comparison 2026

PTKFY yields 4.06% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTKFY wins by $12.6K in total portfolio value· pulled ahead in Year 3
10 years
PTKFY
PTKFY
● Live price
4.06%
Share price
$10.88
Annual div
$0.44
5Y div CAGR
19.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.6K
Annual income
$4,502.78
Full PTKFY 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 — PTKFY vs JEPI

📍 PTKFY pulled ahead of the other in Year 3

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 PeriodPTKFYJEPI
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, PTKFY + JEPI cover 0 of 12 monthsgood coverage

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

PTKFY
Annual income on $10K today (after 15% tax)
$345.04/yr
After 10yr DRIP, annual income (after tax)
$3,827.36/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, PTKFY beats the other by $2,528.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTKFY: 50%JEPI: 50%
100% JEPI50/50100% PTKFY
Portfolio after 10yr
$35.3K
Annual income
$3,015.70/yr
Blended yield
8.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTKFY buys
0
JEPI buys
0
No recent congressional trades found for PTKFY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTKFYJEPI
Forward yield4.06%8.40%
Annual dividend / share$0.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR19.4%0%
Portfolio after 10y$41.6K$29.0K
Annual income after 10y$4,502.78$1,528.62
Total dividends collected$18.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTKFY PortfolioPTKFY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,185$484.68$11,260$840.19$75.00JEPI
2$12,573$604.92$12,641$907.94$68.00JEPI
3← crossover$14,211$758.78$14,150$978.20+$61.00PTKFY
4$16,163$957.09$15,795$1,050.85+$368.00PTKFY
5$18,509$1,214.69$17,584$1,125.74+$925.00PTKFY
6$21,357$1,552.20$19,526$1,202.74+$1.8KPTKFY
7$24,851$1,998.58$21,628$1,281.69+$3.2KPTKFY
8$29,185$2,595.01$23,898$1,362.43+$5.3KPTKFY
9$34,629$3,400.82$26,347$1,444.79+$8.3KPTKFY
10$41,556$4,502.78$28,982$1,528.62+$12.6KPTKFY

PTKFY vs JEPI: Complete Analysis 2026

PTKFYStock

PT Kalbe Farma Tbk., together with its subsidiaries, develops, manufactures, and trades in pharmaceutical products in Indonesia. The company operates through four divisions: Prescription Pharmaceuticals, Consumer Health, Nutritionals, and Distribution and Logistic. It offers generic, branded, and licensed drugs, including Brainact, Cefspan, Mycoral, Cernevit, Cravit, Neuralgin, Broadced, Neurotam, Hemapo, and CPG that are distributed to hospitals, pharmacies, and drug stores. The company also provides over-the-counter drugs; energy drinks, ready-to-drink products, supplements, and other preventive products; and nutritional products for infants, toddlers, children, teenagers, adults, pregnant and lactating women, and elders, as well as for consumers with special medical needs. In addition, it offers contract services, including clinical study management, bioavailability/bioequivalence studies, and contract analysis to pharmaceutical companies; and animal health products, as well as operates Mitrasana Clinics, a health care service. Further, the company provides health screening services; operates as an agent and representative for biotechnology products; distributes consumer products, medical equipment, cosmetics, and other trading products; and trades in medical and laboratory equipment and supplies, raw materials for pharmaceutical products, and consumable products for hemodialysis therapy, as well as offers advertising services. PT Kalbe Farma Tbk. was incorporated in 1966 and is headquartered in Jakarta, Indonesia.

Full PTKFY 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.