HomeCompareTUALF vs JEPI

TUALF vs JEPI: Dividend Comparison 2026

TUALF yields 57.31% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TUALF wins by $541.4K in total portfolio value
10 years
TUALF
TUALF
● Live price
57.31%
Share price
$3.49
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$570.4K
Annual income
$128,685.50
Full TUALF 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 — TUALF vs JEPI

📍 TUALF 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 PeriodTUALFJEPI
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, TUALF + JEPI cover 0 of 12 monthsgood coverage

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

TUALF
Annual income on $10K today (after 15% tax)
$4,871.06/yr
After 10yr DRIP, annual income (after tax)
$109,382.68/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, TUALF beats the other by $108,083.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TUALF: 50%JEPI: 50%
100% JEPI50/50100% TUALF
Portfolio after 10yr
$299.7K
Annual income
$65,107.06/yr
Blended yield
21.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TUALF buys
0
JEPI buys
0
No recent congressional trades found for TUALF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTUALFJEPI
Forward yield57.31%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$570.4K$29.0K
Annual income after 10y$128,685.50$1,528.62
Total dividends collected$468.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTUALF PortfolioTUALF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$16,431$5,730.66$11,260$840.19+$5.2KTUALF
2$26,381$8,799.86$12,641$907.94+$13.7KTUALF
3$41,432$13,204.52$14,150$978.20+$27.3KTUALF
4$63,714$19,381.50$15,795$1,050.85+$47.9KTUALF
5$96,028$27,854.89$17,584$1,125.74+$78.4KTUALF
6$141,986$39,236.06$19,526$1,202.74+$122.5KTUALF
7$206,144$54,218.66$21,628$1,281.69+$184.5KTUALF
8$294,142$73,568.04$23,898$1,362.43+$270.2KTUALF
9$412,837$98,105.15$26,347$1,444.79+$386.5KTUALF
10$570,422$128,685.50$28,982$1,528.62+$541.4KTUALF

TUALF vs JEPI: Complete Analysis 2026

TUALFStock

Tuas Limited develops a mobile network in Singapore. It also offers mobile telecommunications services, including data, voice, SMS, roaming, and other services. The company was incorporated in 2020 and is based in Sydney, Australia.

Full TUALF 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.