HomeComparePTRUF vs JEPI

PTRUF vs JEPI: Dividend Comparison 2026

PTRUF yields 5.94% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTRUF wins by $610.00 in total portfolio value
10 years
PTRUF
PTRUF
● Live price
5.94%
Share price
$1.46
Annual div
$0.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.6K
Annual income
$867.14
Full PTRUF 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 — PTRUF vs JEPI

📍 PTRUF 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 PeriodPTRUFJEPI
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, PTRUF + JEPI cover 0 of 12 monthsgood coverage

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

PTRUF
Annual income on $10K today (after 15% tax)
$504.77/yr
After 10yr DRIP, annual income (after tax)
$737.07/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 $562.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTRUF: 50%JEPI: 50%
100% JEPI50/50100% PTRUF
Portfolio after 10yr
$29.3K
Annual income
$1,197.88/yr
Blended yield
4.09%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTRUF buys
0
JEPI buys
0
No recent congressional trades found for PTRUF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTRUFJEPI
Forward yield5.94%8.40%
Annual dividend / share$0.09$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.6K$29.0K
Annual income after 10y$867.14$1,528.62
Total dividends collected$7.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTRUF PortfolioPTRUF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,294$593.84$11,260$840.19+$34.00PTRUF
2$12,711$626.80$12,641$907.94+$70.00PTRUF
3$14,260$659.31$14,150$978.20+$110.00PTRUF
4$15,950$691.27$15,795$1,050.85+$155.00PTRUF
5$17,789$722.59$17,584$1,125.74+$205.00PTRUF
6$19,787$753.19$19,526$1,202.74+$261.00PTRUF
7$21,955$782.99$21,628$1,281.69+$327.00PTRUF
8$24,304$811.95$23,898$1,362.43+$406.00PTRUF
9$26,846$840.01$26,347$1,444.79+$499.00PTRUF
10$29,592$867.14$28,982$1,528.62+$610.00PTRUF

PTRUF vs JEPI: Complete Analysis 2026

PTRUFStock

Petrus Resources Ltd., an energy company, engages in the acquisition, exploration, development, and exploitation of oil and gas development assets in western Canada. The company focuses on risk-managed exploration. It primarily explores for natural gas, natural gas liquids, and crude oil and condensate. In addition, the company primarily holds an average 51% working interest in the Ferrier/Strachan area comprise 43,159 net acres, which include 29,219 net acres of undeveloped and 13,940 net acres of developed land located in west central Alberta near the town of Rocky Mountain House, Alberta. Further, it holds an average of 64% working interest in the Thorsby/Pembina area consisting of 69,042 net acres of land covering 22,135 net acres of undeveloped land and 46,907 net acres of developed land located in the southwest of Edmonton, Alberta; and an average of 50% working interest in the Foothills area that consists of 30,748 net acres of undeveloped land and 6,687 net acres of developed land located northwest of Rocky Mountain House, Alberta. Petrus Resources Ltd. was incorporated in 2015 and is headquartered in Calgary, Canada.

Full PTRUF 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.