HomeCompareVTAQR vs JEPI

VTAQR vs JEPI: Dividend Comparison 2026

VTAQR yields 800.32% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VTAQR wins by $2783287.94M in total portfolio value
10 years
VTAQR
VTAQR
● Live price
800.32%
Share price
$0.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2783287.97M
Annual income
$2,234,145,032,888.15
Full VTAQR 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 — VTAQR vs JEPI

📍 VTAQR 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 PeriodVTAQRJEPI
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, VTAQR + JEPI cover 0 of 12 monthsgood coverage

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

VTAQR
Annual income on $10K today (after 15% tax)
$68,027.21/yr
After 10yr DRIP, annual income (after tax)
$1,899,023,277,954.93/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, VTAQR beats the other by $1,899,023,276,655.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VTAQR: 50%JEPI: 50%
100% JEPI50/50100% VTAQR
Portfolio after 10yr
$1391644.00M
Annual income
$1,117,072,517,208.38/yr
Blended yield
80.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VTAQR buys
0
JEPI buys
0
No recent congressional trades found for VTAQR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVTAQRJEPI
Forward yield800.32%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$2783287.97M$29.0K
Annual income after 10y$2,234,145,032,888.15$1,528.62
Total dividends collected$2739865.28M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearVTAQR PortfolioVTAQR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$90,732$80,032.01$11,260$840.19+$79.5KVTAQR
2$775,725$678,641.65$12,641$907.94+$763.1KVTAQR
3$6,252,580$5,422,554.38$14,150$978.20+$6.24MVTAQR
4$47,538,342$40,848,081.61$15,795$1,050.85+$47.52MVTAQR
5$341,116,316$290,250,289.56$17,584$1,125.74+$341.10MVTAQR
6$2,311,462,795$1,946,468,337.13$19,526$1,202.74+$2311.44MVTAQR
7$14,799,997,956$12,326,732,765.69$21,628$1,281.69+$14799.98MVTAQR
8$89,599,062,297$73,763,064,483.31$23,898$1,362.43+$89599.04MVTAQR
9$513,217,695,474$417,346,698,816.28$26,347$1,444.79+$513217.67MVTAQR
10$2,783,287,967,045$2,234,145,032,888.15$28,982$1,528.62+$2783287.94MVTAQR

VTAQR vs JEPI: Complete Analysis 2026

VTAQRStock

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

Full VTAQR 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.