HomeCompareTBKCP vs JEPI

TBKCP vs JEPI: Dividend Comparison 2026

TBKCP yields 12.80% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TBKCP wins by $671236.83M in total portfolio value
10 years
TBKCP
TBKCP
● Live price
12.80%
Share price
$25.20
Annual div
$3.23
5Y div CAGR
94.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$671236.86M
Annual income
$658,245,103,935.14
Full TBKCP 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 — TBKCP vs JEPI

📍 TBKCP 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 PeriodTBKCPJEPI
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, TBKCP + JEPI cover 0 of 12 monthsgood coverage

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

TBKCP
Annual income on $10K today (after 15% tax)
$1,087.80/yr
After 10yr DRIP, annual income (after tax)
$559,508,338,344.87/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, TBKCP beats the other by $559,508,337,045.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBKCP: 50%JEPI: 50%
100% JEPI50/50100% TBKCP
Portfolio after 10yr
$335618.44M
Annual income
$329,122,552,731.88/yr
Blended yield
98.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBKCP buys
0
JEPI buys
0
No recent congressional trades found for TBKCP or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBKCPJEPI
Forward yield12.80%8.40%
Annual dividend / share$3.23$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR94.6%0%
Portfolio after 10y$671236.86M$29.0K
Annual income after 10y$658,245,103,935.14$1,528.62
Total dividends collected$670357.63M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTBKCP PortfolioTBKCP Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,190$2,490.42$11,260$840.19+$1.9KTBKCP
2$20,088$5,974.34$12,641$907.94+$7.4KTBKCP
3$38,042$16,547.35$14,150$978.20+$23.9KTBKCP
4$97,696$56,991.22$15,795$1,050.85+$81.9KTBKCP
5$370,720$266,185.17$17,584$1,125.74+$353.1KTBKCP
6$2,233,686$1,837,015.70$19,526$1,202.74+$2.21MTBKCP
7$22,520,259$20,130,215.57$21,628$1,281.69+$22.50MTBKCP
8$393,209,224$369,112,546.67$23,898$1,362.43+$393.19MTBKCP
9$12,141,828,636$11,721,094,765.74$26,347$1,444.79+$12141.80MTBKCP
10$671,236,860,575$658,245,103,935.14$28,982$1,528.62+$671236.83MTBKCP

TBKCP vs JEPI: Complete Analysis 2026

TBKCPStock

Triumph Bancorp, Inc. operates as a financial holding company for TBK Bank, SSB that provides various banking and commercial finance products and services to retail customers and small-to-mid-sized businesses in the United States. The company operates through four segments: Banking, Factoring, Payments, and Corporate. It offers depository products, including checking, savings, and money market accounts, as well as certificates of deposit; and commercial and industrial loans, loans to purchase capital equipment, and business loans for working capital and operational purposes. The company also provides asset-based, and equipment and premium finance loans; real estate loans to finance commercial properties; to factoring services the transportation and non-transportation sectors; agriculture loans; commercial construction, land, and land development loans; mortgage warehouse loans; residential real estate loans; and consumer loans. In addition, it offers debit cards; electronic banking, trust, and treasury management services; and insurance brokerage services. As of December 31, 2021, the company operated through a network of 10 branches in the Quad Cities Metropolitan Area of Iowa and Illinois; 8 branches in northern and central Illinois; 7 branches in southern Colorado; 3 branches in New Mexico; 31 branches in central and eastern Colorado; and 2 branches in far western Kansas, as well as a branch office dedicated to deposit gathering activities in Dallas, Texas. Triumph Bancorp, Inc. was founded in 1981 and is headquartered in Dallas, Texas.

Full TBKCP 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.