HomeCompareAAPD vs JEPI

AAPD vs JEPI: Dividend Comparison 2026

AAPD yields 3.14% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.5K in total portfolio value
10 years
AAPD
AAPD
● Live price
3.14%
Share price
$13.96
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$383.95
Full AAPD 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 — AAPD vs JEPI

📍 JEPI 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 PeriodAAPDJEPI
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, AAPD + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AAPD
Annual income on $10K today (after 15% tax)
$266.65/yr
After 10yr DRIP, annual income (after tax)
$326.36/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 $972.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AAPD: 50%JEPI: 50%
100% JEPI50/50100% AAPD
Portfolio after 10yr
$26.7K
Annual income
$956.28/yr
Blended yield
3.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAPD buys
0
JEPI buys
0
No recent congressional trades found for AAPD or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAPDJEPI
Forward yield3.14%8.40%
Annual dividend / share$0.44$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.5K$29.0K
Annual income after 10y$383.95$1,528.62
Total dividends collected$3.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAAPD PortfolioAAPD Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,014$313.71$11,260$840.19$246.00JEPI
2$12,108$322.91$12,641$907.94$533.00JEPI
3$13,287$331.76$14,150$978.20$863.00JEPI
4$14,557$340.25$15,795$1,050.85$1.2KJEPI
5$15,925$348.39$17,584$1,125.74$1.7KJEPI
6$17,396$356.19$19,526$1,202.74$2.1KJEPI
7$18,977$363.63$21,628$1,281.69$2.7KJEPI
8$20,676$370.74$23,898$1,362.43$3.2KJEPI
9$22,501$377.51$26,347$1,444.79$3.8KJEPI
10$24,460$383.95$28,982$1,528.62$4.5KJEPI

AAPD vs JEPI: Complete Analysis 2026

AAPDStock

The Direxion Daily AAPL Bull 2X ETF and Direxion Daily AAPL Bear 1X ETF seek daily investment results, before fees and expenses, of 200% and 100% of the inverse (or opposite), respectively, of the performance of the common shares of Apple Inc. (NASDAQ: AAPL).

Full AAPD 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.