HomeCompareSFTW vs JEPI

SFTW vs JEPI: Dividend Comparison 2026

SFTW yields 17.53% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SFTW wins by $33.7K in total portfolio value
10 years
SFTW
SFTW
● Live price
17.53%
Share price
$11.41
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$62.7K
Annual income
$5,127.82
Full SFTW 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 — SFTW vs JEPI

📍 SFTW 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 PeriodSFTWJEPI
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, SFTW + JEPI cover 0 of 12 monthsgood coverage

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

SFTW
Annual income on $10K today (after 15% tax)
$1,489.92/yr
After 10yr DRIP, annual income (after tax)
$4,358.65/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, SFTW beats the other by $3,059.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SFTW: 50%JEPI: 50%
100% JEPI50/50100% SFTW
Portfolio after 10yr
$45.8K
Annual income
$3,328.22/yr
Blended yield
7.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SFTW buys
0
JEPI buys
0
No recent congressional trades found for SFTW or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFTWJEPI
Forward yield17.53%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$62.7K$29.0K
Annual income after 10y$5,127.82$1,528.62
Total dividends collected$33.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSFTW PortfolioSFTW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,453$1,752.85$11,260$840.19+$1.2KSFTW
2$15,365$2,040.00$12,641$907.94+$2.7KSFTW
3$18,792$2,352.32$14,150$978.20+$4.6KSFTW
4$22,797$2,688.90$15,795$1,050.85+$7.0KSFTW
5$27,441$3,048.47$17,584$1,125.74+$9.9KSFTW
6$32,791$3,429.46$19,526$1,202.74+$13.3KSFTW
7$38,917$3,830.02$21,628$1,281.69+$17.3KSFTW
8$45,889$4,248.10$23,898$1,362.43+$22.0KSFTW
9$53,783$4,681.47$26,347$1,444.79+$27.4KSFTW
10$62,675$5,127.82$28,982$1,528.62+$33.7KSFTW

SFTW vs JEPI: Complete Analysis 2026

SFTWStock

Osprey Technology Acquisition Corp. intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. It focuses on opportunities in the technology sector, primarily in Software-as-a-Service model. The company was founded in 2018 and is based in Philadelphia, Pennsylvania.

Full SFTW 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.