HomeCompareAAUKF vs JEPI

AAUKF vs JEPI: Dividend Comparison 2026

AAUKF yields 0.57% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.2K in total portfolio value
10 years
AAUKF
AAUKF
● Live price
0.57%
Share price
$40.02
Annual div
$0.23
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.8K
Annual income
$0.06
Full AAUKF 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 — AAUKF 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 PeriodAAUKFJEPI
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, AAUKF + JEPI cover 0 of 12 monthsgood coverage

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

AAUKF
Annual income on $10K today (after 15% tax)
$48.70/yr
After 10yr DRIP, annual income (after tax)
$0.05/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 $1,299.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AAUKF: 50%JEPI: 50%
100% JEPI50/50100% AAUKF
Portfolio after 10yr
$24.4K
Annual income
$764.34/yr
Blended yield
3.14%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AAUKF right now

AAUKF
Analyst Ratings
3
Buy
3
Hold
1
Sell
Consensus: Buy
Altman Z
2.7
Piotroski
4/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAUKF buys
0
JEPI buys
0
No recent congressional trades found for AAUKF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAUKFJEPI
Forward yield0.57%8.40%
Annual dividend / share$0.23$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.8K$29.0K
Annual income after 10y$0.06$1,528.62
Total dividends collected$57.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAAUKF PortfolioAAUKF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,729$28.64$11,260$840.19$531.00JEPI
2$11,494$14.36$12,641$907.94$1.1KJEPI
3$12,306$7.19$14,150$978.20$1.8KJEPI
4$13,171$3.60$15,795$1,050.85$2.6KJEPI
5$14,095$1.80$17,584$1,125.74$3.5KJEPI
6$15,082$0.90$19,526$1,202.74$4.4KJEPI
7$16,138$0.45$21,628$1,281.69$5.5KJEPI
8$17,268$0.22$23,898$1,362.43$6.6KJEPI
9$18,477$0.11$26,347$1,444.79$7.9KJEPI
10$19,770$0.06$28,982$1,528.62$9.2KJEPI

AAUKF vs JEPI: Complete Analysis 2026

AAUKFStock

Anglo American plc operates as a mining company worldwide. The company explores for rough and polished diamonds, copper, platinum group metals, metallurgical and thermal coal, and iron ore; and nickel, polyhalite, and manganese ores, as well as alloys. Anglo American plc was founded in 1917 and is headquartered in London, the United Kingdom.

Full AAUKF 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.