HomeCompareTWDLF vs JEPI

TWDLF vs JEPI: Dividend Comparison 2026

TWDLF yields 56.06% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWDLF wins by $507.0K in total portfolio value
10 years
TWDLF
TWDLF
● Live price
56.06%
Share price
$3.57
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$536.0K
Annual income
$118,872.83
Full TWDLF 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 — TWDLF vs JEPI

📍 TWDLF 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 PeriodTWDLFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, TWDLF + JEPI cover 0 of 12 monthsgood coverage

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

TWDLF
Annual income on $10K today (after 15% tax)
$4,764.97/yr
After 10yr DRIP, annual income (after tax)
$101,041.91/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, TWDLF beats the other by $99,742.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWDLF: 50%JEPI: 50%
100% JEPI50/50100% TWDLF
Portfolio after 10yr
$282.5K
Annual income
$60,200.73/yr
Blended yield
21.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWDLF buys
0
JEPI buys
0
No recent congressional trades found for TWDLF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWDLFJEPI
Forward yield56.06%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$536.0K$29.0K
Annual income after 10y$118,872.83$1,528.62
Total dividends collected$438.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTWDLF PortfolioTWDLF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$16,306$5,605.85$11,260$840.19+$5.0KTWDLF
2$25,990$8,542.82$12,641$907.94+$13.3KTWDLF
3$40,535$12,725.70$14,150$978.20+$26.4KTWDLF
4$61,922$18,549.04$15,795$1,050.85+$46.1KTWDLF
5$92,738$26,481.87$17,584$1,125.74+$75.2KTWDLF
6$136,296$37,066.40$19,526$1,202.74+$116.8KTWDLF
7$196,749$50,912.24$21,628$1,281.69+$175.1KTWDLF
8$279,207$68,685.93$23,898$1,362.43+$255.3KTWDLF
9$389,848$91,095.79$26,347$1,444.79+$363.5KTWDLF
10$536,010$118,872.83$28,982$1,528.62+$507.0KTWDLF

TWDLF vs JEPI: Complete Analysis 2026

TWDLFStock

TWDLF is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in TWDLF shares.

Full TWDLF 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.