HomeCompareXPRTX vs JEPI

XPRTX vs JEPI: Dividend Comparison 2026

XPRTX yields 7.39% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XPRTX wins by $3.6K in total portfolio value
10 years
XPRTX
XPRTX
● Live price
7.39%
Share price
$5.50
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.6K
Annual income
$1,181.06
Full XPRTX 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 — XPRTX vs JEPI

📍 XPRTX 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 PeriodXPRTXJEPI
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, XPRTX + JEPI cover 0 of 12 monthsgood coverage

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

XPRTX
Annual income on $10K today (after 15% tax)
$628.23/yr
After 10yr DRIP, annual income (after tax)
$1,003.90/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 $295.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XPRTX: 50%JEPI: 50%
100% JEPI50/50100% XPRTX
Portfolio after 10yr
$30.8K
Annual income
$1,354.84/yr
Blended yield
4.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XPRTX buys
0
JEPI buys
0
No recent congressional trades found for XPRTX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXPRTXJEPI
Forward yield7.39%8.40%
Annual dividend / share$0.41$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.6K$29.0K
Annual income after 10y$1,181.06$1,528.62
Total dividends collected$9.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXPRTX PortfolioXPRTX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,439$739.09$11,260$840.19+$179.00XPRTX
2$13,030$790.14$12,641$907.94+$389.00XPRTX
3$14,783$841.15$14,150$978.20+$633.00XPRTX
4$16,710$891.90$15,795$1,050.85+$915.00XPRTX
5$18,822$942.19$17,584$1,125.74+$1.2KXPRTX
6$21,131$991.84$19,526$1,202.74+$1.6KXPRTX
7$23,651$1,040.68$21,628$1,281.69+$2.0KXPRTX
8$26,395$1,088.58$23,898$1,362.43+$2.5KXPRTX
9$29,378$1,135.41$26,347$1,444.79+$3.0KXPRTX
10$32,616$1,181.06$28,982$1,528.62+$3.6KXPRTX

XPRTX vs JEPI: Complete Analysis 2026

XPRTXStock

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

Full XPRTX 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.