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PTOC vs JEPI: Dividend Comparison 2026

PTOC yields 19.67% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTOC wins by $42.6K in total portfolio value
10 years
PTOC
PTOC
● Live price
19.67%
Share price
$10.17
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$71.5K
Annual income
$6,501.71
Full PTOC 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 — PTOC vs JEPI

📍 PTOC 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 PeriodPTOCJEPI
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, PTOC + JEPI cover 0 of 12 monthsgood coverage

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

PTOC
Annual income on $10K today (after 15% tax)
$1,671.58/yr
After 10yr DRIP, annual income (after tax)
$5,526.45/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, PTOC beats the other by $4,227.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTOC: 50%JEPI: 50%
100% JEPI50/50100% PTOC
Portfolio after 10yr
$50.3K
Annual income
$4,015.16/yr
Blended yield
7.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTOC buys
0
JEPI buys
0
No recent congressional trades found for PTOC or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTOCJEPI
Forward yield19.67%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$71.5K$29.0K
Annual income after 10y$6,501.71$1,528.62
Total dividends collected$40.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTOC PortfolioPTOC Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,667$1,966.57$11,260$840.19+$1.4KPTOC
2$15,881$2,328.01$12,641$907.94+$3.2KPTOC
3$19,721$2,727.88$14,150$978.20+$5.6KPTOC
4$24,267$3,165.79$15,795$1,050.85+$8.5KPTOC
5$29,606$3,640.75$17,584$1,125.74+$12.0KPTOC
6$35,830$4,151.23$19,526$1,202.74+$16.3KPTOC
7$43,034$4,695.21$21,628$1,281.69+$21.4KPTOC
8$51,316$5,270.23$23,898$1,362.43+$27.4KPTOC
9$60,782$5,873.44$26,347$1,444.79+$34.4KPTOC
10$71,538$6,501.71$28,982$1,528.62+$42.6KPTOC

PTOC vs JEPI: Complete Analysis 2026

PTOCStock

Pine Technology Acquisition Corp. does not have significant operations. It intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses in the insurance-related technology sector. The company was incorporated in 2020 and is based in Aurora, Ohio.

Full PTOC 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.