HomeComparePWCDF vs JEPI

PWCDF vs JEPI: Dividend Comparison 2026

PWCDF yields 3.78% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PWCDF wins by $40.8K in total portfolio value· pulled ahead in Year 2
10 years
PWCDF
PWCDF
● Live price
3.78%
Share price
$48.07
Annual div
$1.82
5Y div CAGR
31.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.8K
Annual income
$15,778.92
Full PWCDF 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 — PWCDF vs JEPI

📍 PWCDF pulled ahead of the other in Year 2

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 PeriodPWCDFJEPI
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, PWCDF + JEPI cover 0 of 12 monthsgood coverage

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

PWCDF
Annual income on $10K today (after 15% tax)
$320.99/yr
After 10yr DRIP, annual income (after tax)
$13,412.08/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, PWCDF beats the other by $12,112.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PWCDF: 50%JEPI: 50%
100% JEPI50/50100% PWCDF
Portfolio after 10yr
$49.4K
Annual income
$8,653.77/yr
Blended yield
17.53%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PWCDF right now

PWCDF
Analyst Ratings
3
Buy
3
Hold
Consensus: Buy
Price Target
$49.00
+1.9% upside vs current
Range: $49.00 — $49.00
Altman Z
0.1
Piotroski
7/9
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)

PWCDF buys
0
JEPI buys
0
No recent congressional trades found for PWCDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPWCDFJEPI
Forward yield3.78%8.40%
Annual dividend / share$1.82$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR31.3%0%
Portfolio after 10y$69.8K$29.0K
Annual income after 10y$15,778.92$1,528.62
Total dividends collected$43.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPWCDF PortfolioPWCDF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,196$495.83$11,260$840.19$64.00JEPI
2← crossover$12,661$681.19$12,641$907.94+$20.00PWCDF
3$14,492$945.26$14,150$978.20+$342.00PWCDF
4$16,834$1,327.73$15,795$1,050.85+$1.0KPWCDF
5$19,905$1,892.58$17,584$1,125.74+$2.3KPWCDF
6$24,045$2,746.05$19,526$1,202.74+$4.5KPWCDF
7$29,798$4,070.42$21,628$1,281.69+$8.2KPWCDF
8$38,074$6,190.01$23,898$1,362.43+$14.2KPWCDF
9$50,445$9,705.36$26,347$1,444.79+$24.1KPWCDF
10$69,755$15,778.92$28,982$1,528.62+$40.8KPWCDF

PWCDF vs JEPI: Complete Analysis 2026

PWCDFStock

Power Corporation of Canada operates as an international management and holding company in North America, Europe, and Asia. It operates through Lifeco, IGM Financial, and GBL segments. The company offers life, disability, critical illness, accidental death, dismemberment, health and dental protection, and creditor insurance; retirement and investment management; asset management; and reinsurance and retrocession; investment advisory, financial planning, and related services; and fund, protection, and wealth management services. It also provides employer-sponsored defined contribution plan, individual retirement account and drawdown, enrollment, communication material, investment option, and education services, as well as taxable brokerage accounts; private label recordkeeping and administrative services; payout annuities, equity release mortgages, life bonds, mortgage, securities, pension, private equity, debt and thematic fund, and financial services; and investment products, such as equity, fixed income, absolute return and alternative strategies, exchange traded funds, trust funds, and model-based separately managed accounts and portfolios. In addition, the company holds interests in various businesses, such as mineral-based specialty solutions; testing, inspection, and certification; cement, aggregates, and concrete; wines and spirits; sportswear and sports equipment design and distribution; materials technology and recycling of precious metals; disposable hygiene products; Atlantic salmon; customer experience and business process outsourcing; regional leisure parks; mobile game development and publishing; and bicycle manufacturing. Further, it generates renewable energy through solar and wind facilities; and designs, develops, and manufactures specification-grade LED solutions and zero-emission vehicles. The company was incorporated in 1925 and is based in Montréal, Canada. Power Corporation of Canada operates as a subsidiary of Pansolo Holding Inc.

Full PWCDF 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.