HomeCompareXTR vs JEPI

XTR vs JEPI: Dividend Comparison 2026

XTR yields 18.99% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XTR wins by $39.3K in total portfolio value
10 years
XTR
XTR
● Live price
18.99%
Share price
$24.82
Annual div
$4.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$68.6K
Annual income
$6,044.13
Full XTR 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 — XTR vs JEPI

📍 XTR 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 PeriodXTRJEPI
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, XTR + JEPI cover 0 of 12 monthsgood coverage

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

XTR
Annual income on $10K today (after 15% tax)
$1,614.52/yr
After 10yr DRIP, annual income (after tax)
$5,137.51/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, XTR beats the other by $3,799.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XTR: 50%JEPI: 50%
100% JEPI50/50100% XTR
Portfolio after 10yr
$49.0K
Annual income
$3,808.89/yr
Blended yield
7.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XTR buys
0
JEPI buys
0
No recent congressional trades found for XTR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXTRJEPI
Forward yield18.99%8.56%
Annual dividend / share$4.71$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$68.6K$29.3K
Annual income after 10y$6,044.13$1,573.67
Total dividends collected$38.0K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXTR PortfolioXTR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,599$1,899.44$11,276$855.74+$1.3KXTR
2$15,718$2,236.62$12,675$926.02+$3.0KXTR
3$19,426$2,607.68$14,207$999.01+$5.2KXTR
4$23,798$3,012.01$15,878$1,074.57+$7.9KXTR
5$28,912$3,448.47$17,697$1,152.57+$11.2KXTR
6$34,851$3,915.48$19,674$1,232.87+$15.2KXTR
7$41,702$4,411.05$21,815$1,315.29+$19.9KXTR
8$49,554$4,932.83$24,131$1,399.68+$25.4KXTR
9$58,501$5,478.15$26,630$1,485.86+$31.9KXTR
10$68,640$6,044.13$29,323$1,573.67+$39.3KXTR

XTR vs JEPI: Complete Analysis 2026

XTRStock

The Global X S&P 500 Tail Risk ETF (XTR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 Tail Risk Index.

Full XTR 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.