HomeCompareTSVT vs JEPI

TSVT vs JEPI: Dividend Comparison 2026

TSVT yields 40.00% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TSVT wins by $202.5K in total portfolio value
10 years
TSVT
TSVT
● Live price
40.00%
Share price
$5.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$231.9K
Annual income
$39,181.04
Full TSVT 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 — TSVT vs JEPI

📍 TSVT 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 PeriodTSVTJEPI
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, TSVT + JEPI cover 0 of 12 monthsgood coverage

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

TSVT
Annual income on $10K today (after 15% tax)
$3,400.00/yr
After 10yr DRIP, annual income (after tax)
$33,303.88/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, TSVT beats the other by $31,966.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TSVT: 50%JEPI: 50%
100% JEPI50/50100% TSVT
Portfolio after 10yr
$130.6K
Annual income
$20,377.35/yr
Blended yield
15.60%
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Analyst Conviction Gap

Where Wall Street is most bullish on TSVT right now

TSVT
Analyst Ratings
4
Buy
6
Hold
Consensus: Hold
Price Target
$3.50
-30.0% upside vs current
Range: $2.00 — $5.00
Altman Z
-1.0
Piotroski
2/9
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)

TSVT buys
0
JEPI buys
0
No recent congressional trades found for TSVT or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTSVTJEPI
Forward yield40.00%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$231.9K$29.3K
Annual income after 10y$39,181.04$1,573.67
Total dividends collected$174.4K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTSVT PortfolioTSVT Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,700$4,000.00$11,276$855.74+$3.4KTSVT
2$21,224$5,495.33$12,675$926.02+$8.5KTSVT
3$30,125$7,415.26$14,207$999.01+$15.9KTSVT
4$42,071$9,836.48$15,878$1,074.57+$26.2KTSVT
5$57,854$12,838.17$17,697$1,152.57+$40.2KTSVT
6$78,403$16,499.54$19,674$1,232.87+$58.7KTSVT
7$104,788$20,897.28$21,815$1,315.29+$83.0KTSVT
8$138,226$26,102.79$24,131$1,399.68+$114.1KTSVT
9$180,082$32,179.61$26,630$1,485.86+$153.5KTSVT
10$231,869$39,181.04$29,323$1,573.67+$202.5KTSVT

TSVT vs JEPI: Complete Analysis 2026

TSVTStock

2seventy bio, Inc., a cell and gene therapy company, focuses on the research, development, and commercialization of treatments for cancer in the United States. Its products pipeline includes idecabtagene vicleucel; ide-cel or Abecma and bb21217; and CAR-T cell product candidates for the treatment of multiple myeloma. 2seventy bio, Inc. has a collaboration arrangement with Bristol-Myers Squibb Company. The company was incorporated in 2021 and is headquartered in Cambridge, Massachusetts.

Full TSVT 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.