HomeCompareYTOEF vs JEPI

YTOEF vs JEPI: Dividend Comparison 2026

YTOEF yields 2.10% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.8K in total portfolio value
10 years
YTOEF
YTOEF
● Live price
2.10%
Share price
$0.14
Annual div
$0.00
5Y div CAGR
-39.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.2K
Annual income
$1.44
Full YTOEF 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 — YTOEF vs JEPI

📍 JEPI pulled ahead of the other in Year 1

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 PeriodYTOEFJEPI
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, YTOEF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

YTOEF
Annual income on $10K today (after 15% tax)
$178.78/yr
After 10yr DRIP, annual income (after tax)
$1.22/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 $1,298.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YTOEF: 50%JEPI: 50%
100% JEPI50/50100% YTOEF
Portfolio after 10yr
$24.6K
Annual income
$765.03/yr
Blended yield
3.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YTOEF buys
0
JEPI buys
0
No recent congressional trades found for YTOEF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYTOEFJEPI
Forward yield2.10%8.40%
Annual dividend / share$0.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-39.4%0%
Portfolio after 10y$20.2K$29.0K
Annual income after 10y$1.44$1,528.62
Total dividends collected$325.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYTOEF PortfolioYTOEF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,827$127.46$11,260$840.19$433.00JEPI
2$11,664$78.16$12,641$907.94$977.00JEPI
3$12,528$47.69$14,150$978.20$1.6KJEPI
4$13,434$29.01$15,795$1,050.85$2.4KJEPI
5$14,392$17.62$17,584$1,125.74$3.2KJEPI
6$15,410$10.69$19,526$1,202.74$4.1KJEPI
7$16,495$6.48$21,628$1,281.69$5.1KJEPI
8$17,653$3.93$23,898$1,362.43$6.2KJEPI
9$18,892$2.38$26,347$1,444.79$7.5KJEPI
10$20,215$1.44$28,982$1,528.62$8.8KJEPI

YTOEF vs JEPI: Complete Analysis 2026

YTOEFStock

YTO Express (International) Holdings Limited, an investment holding company, provides freight forwarding services in the People's Republic of China, Europe, North America, and other Asian regions. It operates through five segments: Air Freight, Ocean Freight, Logistics, International Express and Parcel, and Others. The company offers freight forwarding services through air, sea, land, and trucking. It also provides other services, including warehousing, distribution, customs clearance, general sales agency, hand-carry, and ancillary and contract logistics services, as well as package delivery solutions. In addition, the company is involved in the issuing of bills of lading and provision of freight forwarding brokerage services activities. It serves customers in various sectors, including fashion and lifestyle, e-commerce, aviation, food and beverage, special projects, and high-tech. The company was incorporated in 2013 and is headquartered in Kowloon Bay, Hong Kong. YTO Express (International) Holdings Limited is a subsidiary of YTO Express Group Co., Ltd.

Full YTOEF 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 →
📬

Get this YTOEF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

YTOEF vs SCHDYTOEF vs OYTOEF vs KOYTOEF vs MAINYTOEF vs JEPQYTOEF vs XYLDYTOEF vs DIVOYTOEF vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.