HomeComparePUTRF vs JEPI

PUTRF vs JEPI: Dividend Comparison 2026

PUTRF yields 6.78% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PUTRF wins by $15.51M in total portfolio value
10 years
PUTRF
PUTRF
● Live price
6.78%
Share price
$1.05
Annual div
$0.07
5Y div CAGR
62.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$15.54M
Annual income
$12,618,457.59
Full PUTRF 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 — PUTRF vs JEPI

📍 PUTRF 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 PeriodPUTRFJEPI
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, PUTRF + JEPI cover 0 of 12 monthsgood coverage

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

PUTRF
Annual income on $10K today (after 15% tax)
$575.92/yr
After 10yr DRIP, annual income (after tax)
$10,725,688.95/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, PUTRF beats the other by $10,724,389.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PUTRF: 50%JEPI: 50%
100% JEPI50/50100% PUTRF
Portfolio after 10yr
$7.79M
Annual income
$6,309,993.10/yr
Blended yield
81.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PUTRF buys
0
JEPI buys
0
No recent congressional trades found for PUTRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPUTRFJEPI
Forward yield6.78%8.40%
Annual dividend / share$0.07$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR62.1%0%
Portfolio after 10y$15.54M$29.0K
Annual income after 10y$12,618,457.59$1,528.62
Total dividends collected$15.26M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPUTRF PortfolioPUTRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,798$1,098.32$11,260$840.19+$538.00PUTRF
2$14,587$1,963.12$12,641$907.94+$1.9KPUTRF
3$19,285$3,677.06$14,150$978.20+$5.1KPUTRF
4$28,000$7,364.71$15,795$1,050.85+$12.2KPUTRF
5$46,159$16,198.88$17,584$1,125.74+$28.6KPUTRF
6$89,846$40,455.76$19,526$1,202.74+$70.3KPUTRF
7$215,430$119,294.69$21,628$1,281.69+$193.8KPUTRF
8$663,849$433,338.91$23,898$1,362.43+$640.0KPUTRF
9$2,733,292$2,022,973.68$26,347$1,444.79+$2.71MPUTRF
10$15,543,080$12,618,457.59$28,982$1,528.62+$15.51MPUTRF

PUTRF vs JEPI: Complete Analysis 2026

PUTRFStock

Ptt PCL is an integrated national petroleum and petrochemical company based out of Thailand. Its operations are divided into six units: Coal, Petrochemical, International Trading, Oil, Gas, and Petroleum exploration and production. The International Trading and Petrochemicals businesses have historically produced the group's sales and service volume. International Trading encompasses several activities and is crucial to the company's ability to import and export crude oil, condensate, petroleum products, liquefied petroleum gas, petrochemical products, solvents and chemicals, and other products. PTT engages in Petrochemical operations through group companies that conduct business in fuel processing, production, and sales of upstream, intermediate, and downstream chemicals.

Full PUTRF 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.