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PTRA vs JEPI: Dividend Comparison 2026

PTRA yields 2985.07% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PTRA wins by $433539968075.09M in total portfolio value
10 years
PTRA
PTRA
● Live price
2985.07%
Share price
$0.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$433539968075.12M
Annual income
$406,736,225,519,142,500.00
Full PTRA 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 — PTRA vs JEPI

📍 PTRA pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPTRAJEPI
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%.
📅

Dividend Calendar Overlap

Combined, PTRA + JEPI cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

PTRA
Annual income on $10K today (after 15% tax)
$253,731.34/yr
After 10yr DRIP, annual income (after tax)
$345,725,791,691,271,200.00/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, PTRA beats the other by $345,725,791,691,269,900.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTRA: 50%JEPI: 50%
100% JEPI50/50100% PTRA
Portfolio after 10yr
$216769984037.57M
Annual income
$203,368,112,759,572,030.00/yr
Blended yield
93.82%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PTRA right now

PTRA
Analyst Ratings
2
Buy
4
Hold
1
Sell
Consensus: Hold
Price Target
$7.00
+10347.8% upside vs current
Range: $7.00 — $7.00
Altman Z
-2.8
Piotroski
4/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTRA buys
0
JEPI buys
0
No recent congressional trades found for PTRA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTRAJEPI
Forward yield2985.07% ✓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$433539968075.12M ✓$29.0K
Annual income after 10y$406,736,225,519,142,500.00 ✓$1,528.62
Total dividends collected$431686299125.80M ✓$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTRA PortfolioPTRA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$309,207$298,507.46$11,260$840.19+$297.9K → PTRA
2$8,957,089$8,626,236.93$12,641$907.94+$8.94M → PTRA
3$243,120,454$233,536,368.64$14,150$978.20+$243.11M → PTRA
4$6,184,279,490$5,924,140,604.30$15,795$1,050.85+$6184.26M → PTRA
5$147,451,722,719$140,834,543,664.57$17,584$1,125.74+$147451.71M → PTRA
6$3,296,013,356,428$3,138,240,013,119.13$19,526$1,202.74+$3296013.34M → PTRA
7$69,087,118,460,072$65,560,384,168,694.19$21,628$1,281.69+$69087118.44M → PTRA
8$1,358,221,282,082,432$1,284,298,065,330,154.50$23,898$1,362.43+$1358221282.06M → PTRA
9$25,050,226,687,827,436$23,596,929,915,999,230.00$26,347$1,444.79+$25050226687.80M → PTRA
10$433,539,968,075,117,900$406,736,225,519,142,500.00$28,982$1,528.62+$433539968075.09M → PTRA

PTRA vs JEPI: Complete Analysis 2026

PTRA — Stock

Proterra Inc. provides commercial vehicles in the United States, the European Union, Canada, Australia, and Japan. It operates through Proterra Powered and Energy and Proterra Transit business units. The Proterra Powered and Energy business unit designs, develops, manufactures, sells, and integrates battery systems and electrification solutions into vehicles for commercial vehicle OEM customers serving delivery trucks, school buses, coach buses, construction and mining equipment, and other applications. It also provides turnkey fleet-scale, high-power charging solutions and software services, ranging from fleet and energy management software-as-a-service to fleet planning, hardware, infrastructure, installation, utility engagement, and charging optimization. The Proterra Transit business unit designs, develops, manufactures, and sells electric transit buses as an OEM for North American public transit agencies, airports, universities, and other commercial transit fleets. Proterra Inc. was incorporated in 2004 and is headquartered in Burlingame, California.

Full PTRA Calculator →

JEPI — ETF

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.