HomeCompareTATYY vs JEPI

TATYY vs JEPI: Dividend Comparison 2026

TATYY yields 5.04% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.4K in total portfolio value
10 years
TATYY
TATYY
● Live price
5.04%
Share price
$19.45
Annual div
$0.98
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.6K
Annual income
$0.51
Full TATYY 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 — TATYY vs JEPI

📍 JEPI 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 PeriodTATYYJEPI
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, TATYY + JEPI cover 0 of 12 monthsgood coverage

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

TATYY
Annual income on $10K today (after 15% tax)
$428.55/yr
After 10yr DRIP, annual income (after tax)
$0.43/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, JEPI beats the other by $1,298.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TATYY: 50%JEPI: 50%
100% JEPI50/50100% TATYY
Portfolio after 10yr
$24.8K
Annual income
$764.57/yr
Blended yield
3.09%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on TATYY right now

TATYY
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
2.5
Piotroski
4/9
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)

TATYY buys
0
JEPI buys
0
No recent congressional trades found for TATYY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTATYYJEPI
Forward yield5.04%8.40%
Annual dividend / share$0.98$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.6K$29.0K
Annual income after 10y$0.51$1,528.62
Total dividends collected$511.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTATYY PortfolioTATYY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,952$252.09$11,260$840.19$308.00JEPI
2$11,848$129.01$12,641$907.94$793.00JEPI
3$12,742$65.22$14,150$978.20$1.4KJEPI
4$13,667$32.78$15,795$1,050.85$2.1KJEPI
5$14,640$16.43$17,584$1,125.74$2.9KJEPI
6$15,673$8.22$19,526$1,202.74$3.9KJEPI
7$16,774$4.11$21,628$1,281.69$4.9KJEPI
8$17,951$2.06$23,898$1,362.43$5.9KJEPI
9$19,208$1.03$26,347$1,444.79$7.1KJEPI
10$20,553$0.51$28,982$1,528.62$8.4KJEPI

TATYY vs JEPI: Complete Analysis 2026

TATYYStock

Tate & Lyle PLC, together with its subsidiaries, provides ingredients and solutions to the food, beverage, and other industries in the United States, the United Kingdom, other European countries, and internationally. It operates through three segments: Food & Beverage Solutions, Sucralose, and Primary Products. The company offers texturants; nutritive sweeteners, such as high fructose corn syrup and dextrose; health and wellness ingredients; and stabilizers. It also provides industrial starches for paper, packaging, and industrial adhesives; acidulants, such as citric acid; and commodities comprising corn gluten feed and meal for animal nutrition, as well as corn oil and ethanol. In addition, the company engages in the treasury and insurance businesses; and provision of research and development services. Tate & Lyle PLC was incorporated in 1903 and is headquartered in London, the United Kingdom.

Full TATYY 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.