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WBT vs JEPI: Dividend Comparison 2026

WBT yields 8.33% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WBT wins by $5.7K in total portfolio value
10 years
WBT
WBT
● Live price
8.33%
Share price
$24.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,410.29
Full WBT 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 — WBT vs JEPI

📍 WBT 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 PeriodWBTJEPI
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, WBT + JEPI cover 0 of 12 monthsgood coverage

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

WBT
Annual income on $10K today (after 15% tax)
$708.04/yr
After 10yr DRIP, annual income (after tax)
$1,198.75/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 $100.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WBT: 50%JEPI: 50%
100% JEPI50/50100% WBT
Portfolio after 10yr
$31.8K
Annual income
$1,469.46/yr
Blended yield
4.61%
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Analyst Conviction Gap

Where Wall Street is most bullish on WBT right now

WBT
Analyst Ratings
4
Buy
7
Hold
Consensus: Hold
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WBT buys
0
JEPI buys
0
No recent congressional trades found for WBT or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWBTJEPI
Forward yield8.33%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$34.7K$29.0K
Annual income after 10y$1,410.29$1,528.62
Total dividends collected$11.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWBT PortfolioWBT Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,533$832.99$11,260$840.19+$273.00WBT
2$13,238$897.83$12,641$907.94+$597.00WBT
3$15,128$963.16$14,150$978.20+$978.00WBT
4$17,216$1,028.65$15,795$1,050.85+$1.4KWBT
5$19,515$1,094.02$17,584$1,125.74+$1.9KWBT
6$22,040$1,158.99$19,526$1,202.74+$2.5KWBT
7$24,806$1,223.32$21,628$1,281.69+$3.2KWBT
8$27,829$1,286.78$23,898$1,362.43+$3.9KWBT
9$31,126$1,349.16$26,347$1,444.79+$4.8KWBT
10$34,715$1,410.29$28,982$1,528.62+$5.7KWBT

WBT vs JEPI: Complete Analysis 2026

WBTStock

Welbilt, Inc., designs, manufactures, and supplies foodservice equipment for commercial foodservice market worldwide. The company offers commercial upright and undercounter refrigerators and freezers, blast freezers and chillers, and cook-chill systems under the Delfield brand; and walk-in refrigerators, coolers and freezers, and prefabricated cooler and freezer panels under the Kolpak brand. It also provides traditional, combination, convection, conveyor, and rapid-cooking ovens, and range and grill products under the Convotherm, Garland, Lincoln, Merrychef brands, and other brand names; fryers and frying systems under the Frymaster brand; and steam equipment under the Cleveland brand. In addition, the company offers a range of cafeteria and buffet equipment stations, bins, boxes, warming cabinets, warmers, display and deli cases, insulated and refrigerated salad, and food bars under the Delfield, Merco, and other brand names; beverage dispensers, blended ice machines, ice/beverage dispensers, beer coolers, post-mix dispensing valves, backroom equipment, and support system components and related equipment; ice machines under the Manitowoc and other brand names; coffee equipment under the Crem brand name; and other beverage-related products under the Multiplex and Manitowoc brand names. Further, it provides after-market parts, installation and start-up, and preventative maintenance services under the KitchenCare brand; kitchen systems under the FitKitchen brand; and KitchenConnect, a cloud-based application. It supplies its products to full-service restaurants, quick-service restaurant chains, hotels, resorts, cruise ships, caterers, supermarkets, convenience stores, hospitals, schools, and other institutions through dealers and distributors. The company was formerly known as Manitowoc Foodservice, Inc. and changed its name to Welbilt, Inc. in February 2017. Welbilt, Inc. was founded in 1864 and is headquartered in New Port Richey, Florida.

Full WBT 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.