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WTBDY vs JEPI: Dividend Comparison 2026

WTBDY yields 4.26% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WTBDY wins by $1.1K in total portfolio value· pulled ahead in Year 8
10 years
WTBDY
WTBDY
● Live price
4.26%
Share price
$7.59
Annual div
$0.32
5Y div CAGR
7.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.0K
Annual income
$1,260.62
Full WTBDY 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 — WTBDY vs JEPI

📍 WTBDY pulled ahead of the other in Year 8

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWTBDYJEPI
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%.
📅

Dividend Calendar Overlap

Combined, WTBDY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WTBDY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

WTBDY
Annual income on $10K today (after 15% tax)
$362.02/yr
After 10yr DRIP, annual income (after tax)
$1,071.53/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 $227.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTBDY: 50%JEPI: 50%
100% JEPI50/50100% WTBDY
Portfolio after 10yr
$29.5K
Annual income
$1,394.62/yr
Blended yield
4.73%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

WTBDY
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
1.8
Piotroski
8/9
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)

WTBDY buys
0
JEPI buys
0
No recent congressional trades found for WTBDY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTBDYJEPI
Forward yield4.26%8.40%
Annual dividend / share$0.32$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR7.3%0%
Portfolio after 10y$30.0K$29.0K
Annual income after 10y$1,260.62$1,528.62
Total dividends collected$8.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWTBDY PortfolioWTBDY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,157$456.99$11,260$840.19$103.00JEPI
2$12,449$511.30$12,641$907.94$192.00JEPI
3$13,893$572.12$14,150$978.20$257.00JEPI
4$15,506$640.25$15,795$1,050.85$289.00JEPI
5$17,308$716.58$17,584$1,125.74$276.00JEPI
6$19,321$802.09$19,526$1,202.74$205.00JEPI
7$21,572$897.92$21,628$1,281.69$56.00JEPI
8← crossover$24,087$1,005.32$23,898$1,362.43+$189.00WTBDY
9$26,899$1,125.69$26,347$1,444.79+$552.00WTBDY
10$30,042$1,260.62$28,982$1,528.62+$1.1KWTBDY

WTBDY vs JEPI: Complete Analysis 2026

WTBDYStock

Whitbread plc operates hotels and restaurants in the United Kingdom, Germany, and internationally. It operates approximately 841 hotels with 82,286 rooms in the United Kingdom; 10 hotels in the Middle East; and 35 hotels with 5,875 rooms in Germany under the Premier Inn, ZIP by Premier Inn, and hub by Premier Inn brands. The company also operates 439 restaurants under the Brewers Fayre, Beefeater, Whitbread Inns, Cookhouse & Pub, Bar+Block Steakhouse, Thyme, and Table Table brands in the United Kingdom. Whitbread plc was founded in 1742 and is based in Dunstable, the United Kingdom.

Full WTBDY 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.