DRIPCalc PRO - Compare is a dividend stocks research & comparison tool, where you can see side-by-side and visually compare:

Dividend payments & dividend yield curve, earnigns, cash, debt and differnt ratios for 1000s of stocks.

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Compare two stocks side-by-side:

JPMorgan Equity Premium Income ETF JEPI | AMEX

$58.85 -$0.16 | -0.27%
Market Cap: $35.18 B
PE Ratio: 25.66
52-Week Range: $51.38 - $59.26
4.3-year Total Return: +71.4%
Dividend Yield (FWD): 8.14%

SPDR S&P 500 ETF Trust SPY | AMEX

$561.40 -$1.67 | -0.30%
Market Cap: $515.24 B
PE Ratio: 28.28
52-Week Range: $409.21 - $568.69
4.3-year Total Return: +103.4%
Dividend Yield (FWD): 1.25%

4.3-year Total Returns (with DRIP) & Price Chart for JEPI and SPY

1Y 2Y 5Y 10Y All

4.3-year Performance: Total Return (with DRIP), Diviendeds & Portfolio Value:

JEPI SPY
Initial Balance $10,000 $10,000
Initial Price $49.94 $294.88
Initial Shares 200.24 33.91
 
Total Dividends $5,078 $921
Last Dividend $0.39984 $1.75902
Estimated Divs $116 / month $63 / quarter
Yield-on-Cost 9.61% 2.39%
End Shares 290.68 (+90.44) 36.09 (+2.18)
Last Shares Price $58.95 $563.61
Total End Value $17,136 $20,343
Total Return +71.4% +103.4%

Dividend Payments & Dividend Yield Curve

Dividend Payments & Yield - JEPI
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JEPI Dividend CAGR:1Y: 18.24%2Y: -15.42%5Y: N/A10Y: N/A
Dividend Payments & Yield - SPY
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SPY Dividend CAGR:1Y: 7.36%2Y: 5.62%5Y: 4.20%10Y: 6.50%

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Dividend Safety: Payout & Dividend to Free Cash Flow Ratios

Dividend Payout Ratio - JEPI
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Dividend Payout Ratio - SPY
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Dividend to Free Cash Flow (FCF) Ratio - JEPI
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Dividend to Free Cash Flow (FCF) Ratio - SPY
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10-year price charts for JEPI and SPY.

Share Price - JEPI
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JEPI Price CAGR:1Y: 6.64%2Y: 3.99%5Y: 3.37%10Y: 1.67%
Share Price - SPY
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SPY Price CAGR:1Y: 27.05%2Y: 20.44%5Y: 13.36%10Y: 10.82%

Earnings, Revenue, Net Income, Dividends, Cash & Debt, Shares Outstaning, and other charts:

EPS vs PE Ratio - JEPI
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EPS vs PE Ratio - SPY
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FCF vs FCF/Share - JEPI
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FCF vs FCF/Share - SPY
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EPS vs FCF per Share - JEPI
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EPS vs FCF per Share - SPY
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FCF vs Stock Based Comp - JEPI
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FCF vs Stock Based Comp - SPY
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Revenue vs Net Income - JEPI
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Revenue vs Net Income - SPY
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Cash & Debt - JEPI
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Cash & Debt - SPY
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Revenue - JEPI
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JEPI Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Revenue - SPY
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SPY Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Earnings Per Share (EPS) - JEPI
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JEPI EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Earnings Per Share (EPS) - SPY
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SPY EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Net Income - JEPI
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JEPI Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Net Income - SPY
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SPY Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA - JEPI
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JEPI EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA - SPY
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SPY EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow - JEPI
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JEPI Free Cash Flow CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow - SPY
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SPY Free Cash Flow CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow / Share - JEPI
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JEPI Free Cash Flow / Share CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow / Share - SPY
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SPY Free Cash Flow / Share CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Stock-Based Comp - JEPI
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JEPI Stock-Based Comp CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Stock-Based Comp - SPY
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SPY Stock-Based Comp CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
CapEx - JEPI
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JEPI CapEx CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
CapEx - SPY
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SPY CapEx CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Dividends - JEPI
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JEPI Dividend CAGR:1Y: 18.24%2Y: -15.42%5Y: N/A10Y: N/A
Dividends - SPY
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SPY Dividend CAGR:1Y: 7.36%2Y: 5.62%5Y: 4.20%10Y: 6.50%
Shares Outstanding - JEPI
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JEPI Shares Outstanding CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Shares Outstanding - SPY
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SPY Shares Outstanding CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

REVENUE: Actual + Estimates - JEPI
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JEPI Actual Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
REVENUE: Actual + Estimates - SPY
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SPY Actual Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EPS: Actual + Estimates - JEPI
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JEPI Actual EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EPS: Actual + Estimates - SPY
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SPY Actual EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
NET INCOME: Actual + Estimates - JEPI
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JEPI Actual Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
NET INCOME: Actual + Estimates - SPY
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SPY Actual Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA: Actual + Estimates - JEPI
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JEPI Actual EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA: Actual + Estimates - SPY
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SPY Actual EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A

Ratios, Profit Margins & Return on Capital:

Net Profit Margin - JEPI
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Net Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Net Profit Margin - SPY
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Net Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Gross Profit Margin - JEPI
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Gross Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Gross Profit Margin - SPY
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Gross Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Price to Earnings - JEPI
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Price to Earnings - SPY
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Price To Sales Ratio - JEPI
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Price To Sales Ratio - SPY
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Return on Capital Employed - JEPI
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Return on Capital Employed - SPY
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Return on Invested Capital - JEPI
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Return on Invested Capital - SPY
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Projected Future Values & Dividends for JEPI & SPY

Based on past 4.3 years performance, JEPI had share price CAGR of +2.72%, and dividend CAGR of -2.09%.

During same period SPY had share price CAGR of +14.26%, and dividend CAGR of +6.50%.

Using these CAGR metrics, we can estimate, that your initial $10,000 investment from 10 years ago, with dividends being reinvested (DRIP) should grow and collect dividends as follows:

JEPISPY
Start Value$10,000$10,000
Start Share Price$58.95$563.61
Start Shares169.6417.74
  
After 10 years:JEPISPY
Final Share Count211.4019.47
Dividends Payment$0.32$3.30
Annual Dividends$274$257
Share Price$75.02$1,871.12
Total Dividends$2,770$1,781
Final Value$15,860$36,424

Estimated Future Returns - JEPI
Estimated Future Returns - SPY

Estimate Dividend Snowball and total future returns for JEPI and SPY with our dividend (DRIP) calculator.

Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as "potential future returns"! These numbers assume DRIP (reinvesting dividends).

We cannot guarantee that your actual returns will meet these metrics.