HomeCompareTBURF vs JEPI

TBURF vs JEPI: Dividend Comparison 2026

TBURF yields 2.68% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TBURF wins by $207.5K in total portfolio value· pulled ahead in Year 3
10 years
TBURF
TBURF
● Live price
2.68%
Share price
$16.27
Annual div
$0.44
5Y div CAGR
53.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$236.5K
Annual income
$115,997.94
Full TBURF 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 — TBURF vs JEPI

📍 TBURF pulled ahead of the other in Year 3

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 PeriodTBURFJEPI
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, TBURF + JEPI cover 0 of 12 monthsgood coverage

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

TBURF
Annual income on $10K today (after 15% tax)
$227.50/yr
After 10yr DRIP, annual income (after tax)
$98,598.25/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, TBURF beats the other by $97,298.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBURF: 50%JEPI: 50%
100% JEPI50/50100% TBURF
Portfolio after 10yr
$132.7K
Annual income
$58,763.28/yr
Blended yield
44.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBURF buys
0
JEPI buys
0
No recent congressional trades found for TBURF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBURFJEPI
Forward yield2.68%8.40%
Annual dividend / share$0.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR53.1%0%
Portfolio after 10y$236.5K$29.0K
Annual income after 10y$115,997.94$1,528.62
Total dividends collected$203.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTBURF PortfolioTBURF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,110$409.78$11,260$840.19$150.00JEPI
2$12,539$651.39$12,641$907.94$102.00JEPI
3← crossover$14,469$1,051.93$14,150$978.20+$319.00TBURF
4$17,218$1,736.78$15,795$1,050.85+$1.4KTBURF
5$21,381$2,957.30$17,584$1,125.74+$3.8KTBURF
6$28,132$5,254.41$19,526$1,202.74+$8.6KTBURF
7$39,993$9,892.14$21,628$1,281.69+$18.4KTBURF
8$62,915$20,121.96$23,898$1,362.43+$39.0KTBURF
9$112,611$45,292.69$26,347$1,444.79+$86.3KTBURF
10$236,492$115,997.94$28,982$1,528.62+$207.5KTBURF

TBURF vs JEPI: Complete Analysis 2026

TBURFStock

Tobu Railway Co., Ltd. operates a private rail system in the Kanto region. The company offer services, such as sightseeing; operates amusement parks and tourism business. It also manages the Courtyard by Marriott, Tokyo Ginza hotel, and the Tobu Hotel Levant Tokyo in the center of Tokyo. In addition, it operates Tobu department stores in Ikebukuro, Funabashi, Utsunomiya, Ohtawara, and Tochigi, as well as a chain of supermarkets. Tobu Railway Co., Ltd. was incorporated in 1896 and is headquartered in Tokyo, Japan.

Full TBURF 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.