HomeCompareVLTAF vs JEPI

VLTAF vs JEPI: Dividend Comparison 2026

VLTAF yields 24.24% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 VLTAF wins by $65.4K in total portfolio value
10 years
VLTAF
VLTAF
● Live price
24.24%
Share price
$8.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$94.4K
Annual income
$10,357.25
Full VLTAF 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 — VLTAF vs JEPI

📍 VLTAF 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 PeriodVLTAFJEPI
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, VLTAF + JEPI cover 0 of 12 monthsgood coverage

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

VLTAF
Annual income on $10K today (after 15% tax)
$2,060.61/yr
After 10yr DRIP, annual income (after tax)
$8,803.66/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, VLTAF beats the other by $7,504.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VLTAF: 50%JEPI: 50%
100% JEPI50/50100% VLTAF
Portfolio after 10yr
$61.7K
Annual income
$5,942.94/yr
Blended yield
9.63%
📊

Analyst Conviction Gap

Where Wall Street is split right now

VLTAF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
0.6
Piotroski
4/9
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)

VLTAF buys
0
JEPI buys
0
No recent congressional trades found for VLTAF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVLTAFJEPI
Forward yield24.24%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$94.4K$29.0K
Annual income after 10y$10,357.25$1,528.62
Total dividends collected$58.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearVLTAF PortfolioVLTAF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,124$2,424.24$11,260$840.19+$1.9KVLTAF
2$17,016$2,973.49$12,641$907.94+$4.4KVLTAF
3$21,811$3,603.11$14,150$978.20+$7.7KVLTAF
4$27,654$4,316.13$15,795$1,050.85+$11.9KVLTAF
5$34,704$5,114.37$17,584$1,125.74+$17.1KVLTAF
6$43,131$5,998.36$19,526$1,202.74+$23.6KVLTAF
7$53,118$6,967.32$21,628$1,281.69+$31.5KVLTAF
8$64,855$8,019.18$23,898$1,362.43+$41.0KVLTAF
9$78,546$9,150.63$26,347$1,444.79+$52.2KVLTAF
10$94,401$10,357.25$28,982$1,528.62+$65.4KVLTAF

VLTAF vs JEPI: Complete Analysis 2026

VLTAFStock

Voltalia SA engages in the production of electricity from renewable energy sources. It operates through two segments, Energy Sales and Services. The company develops, constructs, operates, and maintains wind, solar, hydro, and biomass power plants. It also develops and sells projects, and procures equipment for solar power plants, as well as provides maintenance service. As of December 31, 2021, the company operated solar power plant with an installed capacity of 98 MW. It operates in Africa, the Middle East, Asia, other Europe, Brazil, and Latin America. The company was incorporated in 2005 and is headquartered in Paris, France. Voltalia SA is a subsidiary of Voltalia Investissement SA.

Full VLTAF 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.