HomeComparePTNQ vs JEPI

PTNQ vs JEPI: Dividend Comparison 2026

PTNQ yields 0.94% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.0K in total portfolio value
10 years
PTNQ
PTNQ
● Live price
0.94%
Share price
$73.39
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$100.40
Full PTNQ 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 — PTNQ 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 PeriodPTNQJEPI
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, PTNQ + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTNQ
Annual income on $10K today (after 15% tax)
$80.27/yr
After 10yr DRIP, annual income (after tax)
$85.34/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 $1,213.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTNQ: 50%JEPI: 50%
100% JEPI50/50100% PTNQ
Portfolio after 10yr
$25.0K
Annual income
$814.51/yr
Blended yield
3.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTNQ buys
8
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002022-01-18
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002022-01-18
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002020-11-20
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002020-11-20
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002020-11-20
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002020-04-02
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002020-04-02
Thomas R. Carper🏛 Senate$PTNQ▲ Buy$1,001 - $15,0002020-04-02
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTNQJEPI
Forward yield0.94%8.40%
Annual dividend / share$0.69$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.0K$29.0K
Annual income after 10y$100.40$1,528.62
Total dividends collected$977.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTNQ PortfolioPTNQ Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,794$94.43$11,260$840.19$466.00JEPI
2$11,645$95.26$12,641$907.94$996.00JEPI
3$12,557$96.05$14,150$978.20$1.6KJEPI
4$13,532$96.79$15,795$1,050.85$2.3KJEPI
5$14,577$97.49$17,584$1,125.74$3.0KJEPI
6$15,696$98.14$19,526$1,202.74$3.8KJEPI
7$16,893$98.76$21,628$1,281.69$4.7KJEPI
8$18,175$99.34$23,898$1,362.43$5.7KJEPI
9$19,547$99.89$26,347$1,444.79$6.8KJEPI
10$21,016$100.40$28,982$1,528.62$8.0KJEPI

PTNQ vs JEPI: Complete Analysis 2026

PTNQStock

The Pacer Trendpilot 100 ETF is an exchange traded fund that seeks to track the total return performance, before fees and expenses, of the Pacer NASDAQ-100 Trendpilot Index.

Full PTNQ 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.