HomeCompareWFRSF vs JEPI

WFRSF vs JEPI: Dividend Comparison 2026

WFRSF yields 111.11% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WFRSF wins by $6.05M in total portfolio value
10 years
WFRSF
WFRSF
● Live price
111.11%
Share price
$1.80
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$6.07M
Annual income
$2,192,447.17
Full WFRSF 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 — WFRSF vs JEPI

📍 WFRSF 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 PeriodWFRSFJEPI
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, WFRSF + JEPI cover 0 of 12 monthsgood coverage

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

WFRSF
Annual income on $10K today (after 15% tax)
$9,444.44/yr
After 10yr DRIP, annual income (after tax)
$1,863,580.09/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, WFRSF beats the other by $1,862,280.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WFRSF: 50%JEPI: 50%
100% JEPI50/50100% WFRSF
Portfolio after 10yr
$3.05M
Annual income
$1,096,987.89/yr
Blended yield
35.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFRSF buys
0
JEPI buys
0
No recent congressional trades found for WFRSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFRSFJEPI
Forward yield111.11%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$6.07M$29.0K
Annual income after 10y$2,192,447.17$1,528.62
Total dividends collected$5.48M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWFRSF PortfolioWFRSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$21,811$11,111.11$11,260$840.19+$10.6KWFRSF
2$45,987$22,649.13$12,641$907.94+$33.3KWFRSF
3$93,836$44,629.82$14,150$978.20+$79.7KWFRSF
4$185,513$85,108.97$15,795$1,050.85+$169.7KWFRSF
5$355,752$157,252.56$17,584$1,125.74+$338.2KWFRSF
6$662,484$281,829.11$19,526$1,202.74+$643.0KWFRSF
7$1,199,347$490,489.82$21,628$1,281.69+$1.18MWFRSF
8$2,113,183$829,881.38$23,898$1,362.43+$2.09MWFRSF
9$3,627,652$1,366,546.40$26,347$1,444.79+$3.60MWFRSF
10$6,074,035$2,192,447.17$28,982$1,528.62+$6.05MWFRSF

WFRSF vs JEPI: Complete Analysis 2026

WFRSFStock

West African Resources Limited engages in the acquisition, exploration, and development of gold projects in West Africa. The company has 90% interests in the Sanbrado Gold Project covering an area of 116 square kilometers located in Burkina Faso; and Kiaka gold project located in Burkina Faso. It also holds 100% exploration license in the Toega Gold Project located in Burkina Faso. West African Resources Limited was incorporated in 2006 and is based in Subiaco, Australia.

Full WFRSF 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.