HomeCompareRETDF vs JEPI

RETDF vs JEPI: Dividend Comparison 2026

RETDF yields 2.76% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 RETDF wins by $277.51M in total portfolio value· pulled ahead in Year 2
10 years
RETDF
RETDF
● Live price
2.76%
Share price
$9.00
Annual div
$0.25
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$277.54M
Annual income
$259,483,302.83
Full RETDF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — RETDF vs JEPI

📍 RETDF 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 PeriodRETDFJEPI
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, RETDF + JEPI cover 0 of 12 monthsgood coverage

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

RETDF
Annual income on $10K today (after 15% tax)
$234.65/yr
After 10yr DRIP, annual income (after tax)
$220,560,807.41/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, RETDF beats the other by $220,559,469.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RETDF: 50%JEPI: 50%
100% JEPI50/50100% RETDF
Portfolio after 10yr
$138.78M
Annual income
$129,742,438.24/yr
Blended yield
93.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RETDF buys
0
JEPI buys
0
No recent congressional trades found for RETDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRETDFJEPI
Forward yield2.76%8.56%
Annual dividend / share$0.25$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$277.54M$29.3K
Annual income after 10y$259,483,302.83$1,573.67
Total dividends collected$276.18M$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRETDF PortfolioRETDF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,252$552.11$11,276$855.74$24.00JEPI
2← crossover$13,201$1,161.20$12,675$926.02+$526.00RETDF
3$16,671$2,546.39$14,207$999.01+$2.5KRETDF
4$23,849$6,010.87$15,878$1,074.57+$8.0KRETDF
5$41,591$16,072.62$17,697$1,152.57+$23.9KRETDF
6$96,894$52,391.48$19,674$1,232.87+$77.2KRETDF
7$331,817$228,140.13$21,815$1,315.29+$310.0KRETDF
8$1,815,366$1,460,321.85$24,131$1,399.68+$1.79MRETDF
9$16,875,901$14,933,459.36$26,630$1,485.86+$16.85MRETDF
10$277,540,517$259,483,302.83$29,323$1,573.67+$277.51MRETDF

RETDF vs JEPI: Complete Analysis 2026

RETDFStock

Reit 1, Ltd. engages in the acquisition, management, and lease of real estate property. The company holds real estate for commercial and industrial use primarily in the central region of Israel. As of September 30, 2008, its holdings included 9 office properties, 2 industrial properties, and a commercial property, as well as a commercial parking lot with 376 parking spaces. The company, formerly known as Reit 1 Israel (2006) Ltd., was founded in 2006 and is headquartered in Tel Aviv, Israel.

Full RETDF 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.