HomeCompareTWIRF vs JEPI

TWIRF vs JEPI: Dividend Comparison 2026

TWIRF yields 2.33% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.8K in total portfolio value
10 years
TWIRF
TWIRF
● Live price
2.33%
Share price
$1.85
Annual div
$0.04
5Y div CAGR
-6.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.2K
Annual income
$139.35
Full TWIRF 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 — TWIRF 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 PeriodTWIRFJEPI
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, TWIRF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TWIRF
Annual income on $10K today (after 15% tax)
$198.18/yr
After 10yr DRIP, annual income (after tax)
$118.45/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 $1,180.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWIRF: 50%JEPI: 50%
100% JEPI50/50100% TWIRF
Portfolio after 10yr
$25.6K
Annual income
$833.99/yr
Blended yield
3.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWIRF buys
0
JEPI buys
0
No recent congressional trades found for TWIRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWIRFJEPI
Forward yield2.33%8.40%
Annual dividend / share$0.04$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-6.1%0%
Portfolio after 10y$22.2K$29.0K
Annual income after 10y$139.35$1,528.62
Total dividends collected$1.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTWIRF PortfolioTWIRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,919$218.93$11,260$840.19$341.00JEPI
2$11,893$209.78$12,641$907.94$748.00JEPI
3$12,926$200.52$14,150$978.20$1.2KJEPI
4$14,022$191.26$15,795$1,050.85$1.8KJEPI
5$15,186$182.07$17,584$1,125.74$2.4KJEPI
6$16,422$173.04$19,526$1,202.74$3.1KJEPI
7$17,736$164.22$21,628$1,281.69$3.9KJEPI
8$19,133$155.64$23,898$1,362.43$4.8KJEPI
9$20,619$147.34$26,347$1,444.79$5.7KJEPI
10$22,202$139.35$28,982$1,528.62$6.8KJEPI

TWIRF vs JEPI: Complete Analysis 2026

TWIRFStock

Tree Island Steel Ltd. manufactures and sells steel wire and fabricated steel wire products for industrial, construction, agricultural, and specialty applications in Canada, the United States, and internationally. It offers industrial products, such as pulp and unitizing, recycling wire, chain link, upholstery, low carbon, and shaped wires, as well as straight and cut bars and wirelines for use in the oil industry. The company also provides residential products, including bulk and collated nails, packaged nails and fasteners, and packaged and bulk screws; nail head identification systems; and woven and welded wires, and corners and accessories. In addition, it offers commercial products comprising reinforcing mesh, pipe mesh and flexicage, Rebar tie wire, and engineered structural mesh, concrete reinforcing wires, as well as mine mesh products. Further, the company provides agricultural products consisting of agricultural wire, rolled fencing, fence panels, and fence staples and stay. Tree Island Steel Ltd. markets its products under the Tree Island, Halsteel, True Spec, K-Lath, Stucco-Rite, TI Wire, Tough Strand, and ToughPanel brand names. The company was formerly known as Tree Island Wire Income Fund and changed its name to Tree Island Steel Ltd. in October 2012. Tree Island Steel Ltd. was founded in 1964 and is headquartered in Richmond, Canada.

Full TWIRF 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.