HomeCompareTRAC vs JEPI

TRAC vs JEPI: Dividend Comparison 2026

TRAC yields 10.00% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $7.9K in total portfolio value
10 years
TRAC
TRAC
● Live price
10.00%
Share price
$20.00
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.06
Full TRAC calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — TRAC 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 PeriodTRACJEPI
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, TRAC + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TRAC
Annual income on $10K today (after 15% tax)
$850.00/yr
After 10yr DRIP, annual income (after tax)
$0.90/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $1,336.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRAC: 50%JEPI: 50%
100% JEPI50/50100% TRAC
Portfolio after 10yr
$25.4K
Annual income
$787.36/yr
Blended yield
3.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRAC buys
0
JEPI buys
0
No recent congressional trades found for TRAC or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRACJEPI
Forward yield10.00%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.4K$29.3K
Annual income after 10y$1.06$1,573.67
Total dividends collected$1.0K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTRAC PortfolioTRAC Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,200$500.00$11,276$855.74$76.00JEPI
2$12,246$261.68$12,675$926.02$429.00JEPI
3$13,237$133.70$14,207$999.01$970.00JEPI
4$14,231$67.53$15,878$1,074.57$1.6KJEPI
5$15,261$33.93$17,697$1,152.57$2.4KJEPI
6$16,346$17.00$19,674$1,232.87$3.3KJEPI
7$17,499$8.51$21,815$1,315.29$4.3KJEPI
8$18,728$4.26$24,131$1,399.68$5.4KJEPI
9$20,041$2.13$26,630$1,485.86$6.6KJEPI
10$21,445$1.06$29,323$1,573.67$7.9KJEPI

TRAC vs JEPI: Complete Analysis 2026

TRACStock

Track Data Corporation, Inc. provides market data, financial information, quote systems, and trading platforms for professional and individual traders in the United States and internationally. The company offers market data and research solutions, such as FastTrack-MX, an institutional grade application that provides faster quotes, unique news items, advanced option data, or in-depth charting applications; and myTrack Pro, a quote, portfolio, and news service. It also offers trading solutions, including myTrack, a Web-based market data and trading software platform; proTrack, an advanced execution and market data platform designed for the institutional marketplace; myTrack Edge, a direct access online trading platform. In addition, the company provides NewsWatch that delivers news and information from different sources worldwide; Track SDK, an application program interface that gives market data; OpTrack, an option strategy search and rank tool; AIQ Trading Expert Pro, a trading software package for personal computers; AIQ OptionExpert, an option data and option evaluation system; Dial-Data that offers end-of-day financial market data, financial data bases, historical information, analytical services, and data manipulation tools; AIQ Analyst, a browser-based charting that provides end of day and twenty minute delayed price charting for stocks and market indices; and Track ECN, an electronic communications network. It also offers news and research solutions. Track Data Corporation, Inc. was founded in 1981 and is based in Brooklyn, New York.

Full TRAC 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.