HomeCompareSOLTF vs JEPI

SOLTF vs JEPI: Dividend Comparison 2026

SOLTF yields 37.88% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOLTF wins by $177.4K in total portfolio value
10 years
SOLTF
SOLTF
● Live price
37.88%
Share price
$5.28
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$206.4K
Annual income
$33,329.74
Full SOLTF 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 — SOLTF vs JEPI

📍 SOLTF 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 PeriodSOLTFJEPI
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, SOLTF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOLTF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SOLTF
Annual income on $10K today (after 15% tax)
$3,219.70/yr
After 10yr DRIP, annual income (after tax)
$28,330.28/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, SOLTF beats the other by $27,030.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOLTF: 50%JEPI: 50%
100% JEPI50/50100% SOLTF
Portfolio after 10yr
$117.7K
Annual income
$17,429.18/yr
Blended yield
14.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOLTF buys
0
JEPI buys
0
No recent congressional trades found for SOLTF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOLTFJEPI
Forward yield37.88%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$206.4K$29.0K
Annual income after 10y$33,329.74$1,528.62
Total dividends collected$152.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOLTF PortfolioSOLTF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,488$3,787.88$11,260$840.19+$3.2KSOLTF
2$20,631$5,128.82$12,641$907.94+$8.0KSOLTF
3$28,901$6,825.67$14,150$978.20+$14.8KSOLTF
4$39,860$8,936.20$15,795$1,050.85+$24.1KSOLTF
5$54,169$11,518.54$17,584$1,125.74+$36.6KSOLTF
6$72,590$14,629.36$19,526$1,202.74+$53.1KSOLTF
7$95,993$18,321.84$21,628$1,281.69+$74.4KSOLTF
8$125,356$22,643.78$23,898$1,362.43+$101.5KSOLTF
9$161,767$27,635.79$26,347$1,444.79+$135.4KSOLTF
10$206,420$33,329.74$28,982$1,528.62+$177.4KSOLTF

SOLTF vs JEPI: Complete Analysis 2026

SOLTFStock

Nxera Pharma Co., Ltd. develops and sells biopharmaceutical products in Japan, Switzerland, the United States, Bermuda, and the United Kingdom. Its product portfolio products include Ultibro/Breezhaler and Seebri/Breezhaler for the treatment of chronic obstructive pulmonary disease; Enerzair and Breezhaler for the treatment of asthma; ORAVI, a novel formulation for the treatment of oropharyngeal candidiasis; and PIVLAZ for the treatment of cerebral vasospasm indications. The company's development products pipeline consists of HTL0039732 for immuno-oncology indications; HTL0048149 for schizophrenia disorders; Daridorexant for the treatment of insomnia; HTL0016878 for schizophrenia and other neuropsychiatric disorders; PF-07081532 for Type 2 diabetes mellitus and obesity; PF-07054894 for inflammatory bowel disease; PF-07258669 for anorexia; PF-06954522 for metabolic diseases; NBI-1117569 for neurology diseases; and NBI-1117570 for central nervous system (CNS) disorders. It is also involved in the development of GPR35 agonist, for inflammatory bowel disease/GI disorders, which is in preclinical stage; and other discovery and preclinical stage drugs. Nxera Pharma Co., Ltd. has a strategic collaboration with AbbVie, Biohaven, Genentech Inc., GSK, Pfizer Inc., Neurocrine Biosciences Inc., Novartis International AG, and Verily. Nxera Pharma Co., Ltd. was incorporated in 1990 and is headquartered in Tokyo, Japan.

Full SOLTF 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.