HomeCompareWDTE vs JEPI

WDTE vs JEPI: Dividend Comparison 2026

WDTE yields 37.23% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WDTE wins by $169.8K in total portfolio value
10 years
WDTE
WDTE
● Live price
37.23%
Share price
$28.04
Annual div
$10.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$199.1K
Annual income
$31,681.11
Full WDTE calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — WDTE vs JEPI

📍 WDTE 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 PeriodWDTEJEPI
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, WDTE + JEPI cover 0 of 12 monthsgood coverage

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

WDTE
Annual income on $10K today (after 15% tax)
$3,164.13/yr
After 10yr DRIP, annual income (after tax)
$26,928.94/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, WDTE beats the other by $25,591.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WDTE: 50%JEPI: 50%
100% JEPI50/50100% WDTE
Portfolio after 10yr
$114.2K
Annual income
$16,627.38/yr
Blended yield
14.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WDTE buys
0
JEPI buys
0
No recent congressional trades found for WDTE or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWDTEJEPI
Forward yield37.23%8.56%
Annual dividend / share$10.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$199.1K$29.3K
Annual income after 10y$31,681.11$1,573.67
Total dividends collected$146.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWDTE PortfolioWDTE Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,423$3,722.50$11,276$855.74+$3.1KWDTE
2$20,450$5,017.55$12,675$926.02+$7.8KWDTE
3$28,530$6,648.95$14,207$999.01+$14.3KWDTE
4$39,197$8,669.35$15,878$1,074.57+$23.3KWDTE
5$53,072$11,131.34$17,697$1,152.57+$35.4KWDTE
6$70,872$14,085.70$19,674$1,232.87+$51.2KWDTE
7$93,413$17,579.60$21,815$1,315.29+$71.6KWDTE
8$121,607$21,654.89$24,131$1,399.68+$97.5KWDTE
9$156,466$26,346.48$26,630$1,485.86+$129.8KWDTE
10$199,099$31,681.11$29,323$1,573.67+$169.8KWDTE

WDTE vs JEPI: Complete Analysis 2026

WDTEStock

The Defiance S&P 500 Enhanced Options Income ETF (the “Fund”) seeks to generate current income, with a secondary objective of capital appreciation.

Full WDTE 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.