HomeCompareTOOD vs JEPI

TOOD vs JEPI: Dividend Comparison 2026

TOOD yields 35.71% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $2.5K in total portfolio value· pulled ahead in Year 7
10 years
TOOD
TOOD
● Live price
35.71%
Share price
$21.00
Annual div
$7.50
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$4.69
Full TOOD 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 — TOOD vs JEPI

📍 JEPI pulled ahead of the other in Year 7

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 PeriodTOODJEPI
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, TOOD + JEPI cover 0 of 12 monthsgood coverage

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

TOOD
Annual income on $10K today (after 15% tax)
$3,035.71/yr
After 10yr DRIP, annual income (after tax)
$3.99/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 $1,295.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TOOD: 50%JEPI: 50%
100% JEPI50/50100% TOOD
Portfolio after 10yr
$27.7K
Annual income
$766.66/yr
Blended yield
2.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TOOD buys
0
JEPI buys
0
No recent congressional trades found for TOOD or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTOODJEPI
Forward yield35.71%8.40%
Annual dividend / share$7.50$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$26.5K$29.0K
Annual income after 10y$4.69$1,528.62
Total dividends collected$4.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTOOD PortfolioTOOD Income/yrJEPI PortfolioJEPI Income/yrGap
1$12,486$1,785.71$11,260$840.19+$1.2KTOOD
2$14,402$1,041.87$12,641$907.94+$1.8KTOOD
3$15,971$561.56$14,150$978.20+$1.8KTOOD
4$17,380$291.01$15,795$1,050.85+$1.6KTOOD
5$18,745$147.98$17,584$1,125.74+$1.2KTOOD
6$20,132$74.58$19,526$1,202.74+$606.00TOOD
7← crossover$21,578$37.43$21,628$1,281.69$50.00JEPI
8$23,107$18.75$23,898$1,362.43$791.00JEPI
9$24,734$9.38$26,347$1,444.79$1.6KJEPI
10$26,470$4.69$28,982$1,528.62$2.5KJEPI

TOOD vs JEPI: Complete Analysis 2026

TOODStock

Thermwood Corporation develops, manufacturers, and distributes technology based products and software for the manufacturing sector. It offers three axis CNC routers, such as cabinetshop series, multi-purpose three axis series, framebuilder series, carvingshop series, and signrouter series; multi-purpose five axis series for trimming formed parts, patterns, or molds; and edge banders. The company markets its products and services through offices in 11 countries. Thermwood Corporation was founded in 1969 and is headquartered in Dale, Indiana.

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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.