HomeCompareTBVPF vs JEPI

TBVPF vs JEPI: Dividend Comparison 2026

TBVPF yields 5.87% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.3K in total portfolio value
10 years
TBVPF
TBVPF
● Live price
5.87%
Share price
$0.34
Annual div
$0.02
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.7K
Annual income
$0.60
Full TBVPF 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 — TBVPF 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 PeriodTBVPFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, TBVPF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TBVPF
Annual income on $10K today (after 15% tax)
$498.53/yr
After 10yr DRIP, annual income (after tax)
$0.51/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 $1,298.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBVPF: 50%JEPI: 50%
100% JEPI50/50100% TBVPF
Portfolio after 10yr
$24.8K
Annual income
$764.61/yr
Blended yield
3.08%
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Analyst Conviction Gap

Where Wall Street is most bullish on TBVPF right now

TBVPF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
2.1
Piotroski
5/9
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)

TBVPF buys
0
JEPI buys
0
No recent congressional trades found for TBVPF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBVPFJEPI
Forward yield5.87%8.40%
Annual dividend / share$0.02$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.7K$29.0K
Annual income after 10y$0.60$1,528.62
Total dividends collected$596.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTBVPF PortfolioTBVPF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,993$293.26$11,260$840.19$267.00JEPI
2$11,913$150.65$12,641$907.94$728.00JEPI
3$12,824$76.29$14,150$978.20$1.3KJEPI
4$13,760$38.37$15,795$1,050.85$2.0KJEPI
5$14,742$19.24$17,584$1,125.74$2.8KJEPI
6$15,784$9.63$19,526$1,202.74$3.7KJEPI
7$16,893$4.82$21,628$1,281.69$4.7KJEPI
8$18,078$2.41$23,898$1,362.43$5.8KJEPI
9$19,345$1.21$26,347$1,444.79$7.0KJEPI
10$20,700$0.60$28,982$1,528.62$8.3KJEPI

TBVPF vs JEPI: Complete Analysis 2026

TBVPFStock

Thai Beverage Public Company Limited, together with its subsidiaries, produces and distributes alcoholic and non-alcoholic beverages, and food products worldwide. It operates through Spirits, Beer, Non-Alcoholic Beverages, and Food segments. The company offers liquor, beer, malt, and yeast products; spirits, including brown spirits, white spirits, herbs, and other products; and non-alcoholic beverages comprising drinking and soda water, electrolyte beverages, energy drinks, green and herbal tea, ready-to-drink coffee, fruit flavored drinks, and soft drinks; carbonated soft drinks, tea, isotonics, soya drinks, Asian and sparkling drinks, cordials, water, pasteurized milk, UHT milk, sterilized milk, yoghurt, canned milk, pasteurized juice, ready-to-drink juice, ice cream, and cereal bars. The company also provides chilled and frozen food products; and fertilizers, feeds, bricks, and oak barrels. In addition, it is involved in the trading of molasses; provision of transportation and distribution, logistics, advertising and marketing, consultancy, asset and brands management, public cold storage, and human resources and organization development services; operation of restaurants, bakeries, and social enterprise; and production and distribution of biogas. Further, the company engages in the trading of bottles and supplies; wholesale and distribution of beverages; and production of metal and plastic packaging businesses. Additionally, it engages in asset management activities; trademark holding and production of beer concentrates; e-commerce business; offers marketing management consulting and data analytics solutions; development, rental, and investment in properties; mechanical equipment manufacturing; warehousing business; trading of chemical and packaging materials; manufacture of equipment used in food manufacturing; and installation and maintenance of machinery system and equipment. The company was incorporated in 2003 and is based in Bangkok, Thailand.

Full TBVPF 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.