HomeCompareSPFR vs JEPI

SPFR vs JEPI: Dividend Comparison 2026

SPFR yields 23.70% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPFR wins by $62.0K in total portfolio value
10 years
SPFR
SPFR
● Live price
23.70%
Share price
$8.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$91.4K
Annual income
$9,823.08
Full SPFR 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 — SPFR vs JEPI

📍 SPFR 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 PeriodSPFRJEPI
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, SPFR + JEPI cover 0 of 12 monthsgood coverage

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

SPFR
Annual income on $10K today (after 15% tax)
$2,014.22/yr
After 10yr DRIP, annual income (after tax)
$8,349.62/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, SPFR beats the other by $7,012.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPFR: 50%JEPI: 50%
100% JEPI50/50100% SPFR
Portfolio after 10yr
$60.3K
Annual income
$5,698.37/yr
Blended yield
9.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPFR buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPFRJEPI
Forward yield23.70%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$91.4K$29.3K
Annual income after 10y$9,823.08$1,573.67
Total dividends collected$56.4K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSPFR PortfolioSPFR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,070$2,369.67$11,276$855.74+$1.8KSPFR
2$16,879$2,894.47$12,675$926.02+$4.2KSPFR
3$21,554$3,493.55$14,207$999.01+$7.3KSPFR
4$27,232$4,169.33$15,878$1,074.57+$11.4KSPFR
5$34,062$4,923.06$17,697$1,152.57+$16.4KSPFR
6$42,201$5,754.83$19,674$1,232.87+$22.5KSPFR
7$51,818$6,663.53$21,815$1,315.29+$30.0KSPFR
8$63,092$7,646.87$24,131$1,399.68+$39.0KSPFR
9$76,210$8,701.50$26,630$1,485.86+$49.6KSPFR
10$91,368$9,823.08$29,323$1,573.67+$62.0KSPFR

SPFR vs JEPI: Complete Analysis 2026

SPFRStock

Jaws Spitfire Acquisition Corporation does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company, formerly known as Spitfire Acquisition Corporation, was incorporated in 2020 and is based in Miami Beach, Florida.

Full SPFR 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.