HomeCompareTRRSF vs JEPI

TRRSF vs JEPI: Dividend Comparison 2026

TRRSF yields 6.51% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TRRSF wins by $1.8K in total portfolio value
10 years
TRRSF
TRRSF
● Live price
6.51%
Share price
$30.74
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$984.23
Full TRRSF 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 — TRRSF vs JEPI

📍 TRRSF 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 PeriodTRRSFJEPI
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, TRRSF + JEPI cover 0 of 12 monthsgood coverage

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

TRRSF
Annual income on $10K today (after 15% tax)
$553.03/yr
After 10yr DRIP, annual income (after tax)
$836.60/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 $462.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRRSF: 50%JEPI: 50%
100% JEPI50/50100% TRRSF
Portfolio after 10yr
$29.9K
Annual income
$1,256.43/yr
Blended yield
4.21%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on TRRSF right now

TRRSF
Analyst Ratings
7
Buy
Consensus: Buy
Altman Z
2.0
Piotroski
8/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRRSF buys
0
JEPI buys
0
No recent congressional trades found for TRRSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRRSFJEPI
Forward yield6.51%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.7K$29.0K
Annual income after 10y$984.23$1,528.62
Total dividends collected$8.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTRRSF PortfolioTRRSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,351$650.62$11,260$840.19+$91.00TRRSF
2$12,835$690.18$12,641$907.94+$194.00TRRSF
3$14,463$729.40$14,150$978.20+$313.00TRRSF
4$16,244$768.14$15,795$1,050.85+$449.00TRRSF
5$18,187$806.27$17,584$1,125.74+$603.00TRRSF
6$20,304$843.67$19,526$1,202.74+$778.00TRRSF
7$22,605$880.24$21,628$1,281.69+$977.00TRRSF
8$25,104$915.91$23,898$1,362.43+$1.2KTRRSF
9$27,812$950.59$26,347$1,444.79+$1.5KTRRSF
10$30,743$984.23$28,982$1,528.62+$1.8KTRRSF

TRRSF vs JEPI: Complete Analysis 2026

TRRSFStock

Trisura Group Ltd., a specialty insurance company, operates in the surety, risk solutions, corporate insurance, and reinsurance businesses in Canada, the United States, and internationally. The company offers contract surety bonds, such as performance, and labor and material payment bonds primarily for the construction industry; commercial surety bonds, including license and permit, tax and excise, and fiduciary bonds to governments, regulatory bodies, or courts to guarantee compliance with legal or fiduciary obligations; and developer surety bonds comprising bonds to secure real estate developers' legislated deposit and warranty obligations on residential projects. It provides risk solutions, including warranty programs to program administrators, managing general agents, captive insurance companies, affinity groups, and reinsurers. The company also offers corporate insurance products that comprise directors' and officers' insurance for public, private, and non-profit enterprises; errors and omissions liability insurance for enterprises and professionals; business office package insurance for enterprises and professionals; and fidelity insurance for commercial and financial institutions. Trisura Group Ltd. was incorporated in 2017 and is headquartered in Toronto, Canada.

Full TRRSF 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.