Dividend Battle Arena
UTX vs JEPI: Head-to-Head Quantitative Analysis
10-Year Projected Forecast
THE VERDICT
Projected Winner:JEPI
Based on superior dividend growth rates and historical total return performance, JEPI is projected to outperform in a 10-year compounding window by approximately $163.00.
VS
Growth War: Portfolio Value (DRIP)
Income War: Annual Dividends
Head-to-Head Key Metrics
| Metric | UTX | JEPI |
|---|---|---|
| Dividend Yield | 4.00% | 7.21%Winner |
| 5Y Div CAGR | 5%Winner | 2.1% |
| Payout Ratio | 50%Winner | 72% |
| Share Price | $50.00 | $55.20 |
| Annual Div / Share | $2.00 | $3.98Winner |
| 10Y Portfolio Est. | $28.0K | $28.2KWinner |
| 10Y Annual Income | $899.19 | $1,567.15Winner |
Year-by-Year Battle Projection ($10,000, DRIP)
| Year | UTX Portfolio | UTX Income | JEPI Portfolio | JEPI Income | Gap |
|---|---|---|---|---|---|
| 1 | $11,120 | $420.00 | $11,156 | $736.16 | +$36.00 (JEPI) |
| 2 | $12,357 | $458.31 | $12,429 | $804.72 | +$72.00 (JEPI) |
| 3 | $13,721 | $499.76 | $13,830 | $878.49 | +$109.00 (JEPI) |
| 4 | $15,227 | $544.58 | $15,369 | $957.78 | +$142.00 (JEPI) |
| 5 | $16,885 | $593.02 | $17,057 | $1,042.88 | +$172.00 (JEPI) |
| 6 | $18,713 | $645.34 | $18,907 | $1,134.13 | +$194.00 (JEPI) |
| 7 | $20,724 | $701.81 | $20,933 | $1,231.83 | +$209.00 (JEPI) |
| 8 | $22,938 | $762.73 | $23,149 | $1,336.34 | +$211.00 (JEPI) |
| 9 | $25,372 | $828.41 | $25,569 | $1,447.99 | +$197.00 (JEPI) |
| 10 | $28,047 | $899.19 | $28,210 | $1,567.15 | +$163.00 (JEPI) |
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When UTX beats JEPI
UTX dominates in environments where dividend growth and quality fundamentals are rewarded. If your horizon is 10+ years, UTX's growth rate typically overcomes JEPI's starting yield. Choose JEPI only if you require immediate maximum cash flow today.