HomeCompareSPTN vs JEPI

SPTN vs JEPI: Dividend Comparison 2026

SPTN yields 3.26% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPTN wins by $263.2K in total portfolio value· pulled ahead in Year 2
10 years
SPTN
SPTN
● Live price
3.26%
Share price
$26.90
Annual div
$0.88
5Y div CAGR
51.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$292.2K
Annual income
$148,163.05
Full SPTN 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 — SPTN vs JEPI

📍 SPTN 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 PeriodSPTNJEPI
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, SPTN + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SPTN
Annual income on $10K today (after 15% tax)
$277.28/yr
After 10yr DRIP, annual income (after tax)
$125,938.59/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, SPTN beats the other by $124,639.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPTN: 50%JEPI: 50%
100% JEPI50/50100% SPTN
Portfolio after 10yr
$160.6K
Annual income
$74,845.83/yr
Blended yield
46.61%
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Analyst Conviction Gap

Where Wall Street is most bullish on SPTN right now

SPTN
Analyst Ratings
4
Buy
6
Hold
1
Sell
Consensus: Hold
Price Target
$27.50
+2.2% upside vs current
Range: $20.00 — $35.00
Altman Z
4.5
Piotroski
3/9
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)

SPTN buys
0
JEPI buys
0
No recent congressional trades found for SPTN or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPTNJEPI
Forward yield3.26%8.40%
Annual dividend / share$0.88$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR51.1%0%
Portfolio after 10y$292.2K$29.0K
Annual income after 10y$148,163.05$1,528.62
Total dividends collected$256.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSPTN PortfolioSPTN Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,193$492.90$11,260$840.19$67.00JEPI
2← crossover$12,755$779.08$12,641$907.94+$114.00SPTN
3$14,902$1,253.77$14,150$978.20+$752.00SPTN
4$18,014$2,068.47$15,795$1,050.85+$2.2KSPTN
5$22,806$3,530.91$17,584$1,125.74+$5.2KSPTN
6$30,715$6,312.55$19,526$1,202.74+$11.2KSPTN
7$44,870$12,005.71$21,628$1,281.69+$23.2KSPTN
8$72,779$24,767.56$23,898$1,362.43+$48.9KSPTN
9$134,603$56,729.59$26,347$1,444.79+$108.3KSPTN
10$292,188$148,163.05$28,982$1,528.62+$263.2KSPTN

SPTN vs JEPI: Complete Analysis 2026

SPTNStock

SpartanNash Company distributes and retails grocery products. It operates in three segments: Food Distribution, Military, and Retail. The Food Distribution segment offers approximately 65,000 stock-keeping units, such as dry groceries, produce, dairy products, meat, delicatessen items, bakery goods, frozen food, seafood, floral products, general merchandise, beverages, tobacco products, health and beauty care, and pharmacy products to independent retailers, national retailers, food service distributors, e-commerce providers, and corporate owned retail stores. This segment also offers various value-added services to retailers. The Military segment sells and distributes grocery products to 160 military commissaries and approximately 400 exchanges located in 39 states across the United States and the District of Columbia, Europe, Cuba, Puerto Rico, Honduras, Iraq, Kuwait, Bahrain, Qatar, and Djibouti. The Retail segment primarily operates 145 corporate owned retail stores and 36 fuel centers, primarily under the banners of Family Fare, Martin's Super Markets, D&W Fresh Market, VG's Grocery, and Dan's Supermarket. SpartanNash Company also markets and distributes private brand items primarily under the Our Family brand name. The company was formerly known as Spartan Stores, Inc. and changed its name to SpartanNash Company in November 2013. SpartanNash Company was founded in 1917 and is headquartered in Grand Rapids, Michigan.

Full SPTN 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.