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AERI vs JEPI: Dividend Comparison 2026

AERI yields 13.11% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AERI wins by $18.4K in total portfolio value
10 years
AERI
AERI
● Live price
13.11%
Share price
$15.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.4K
Annual income
$2,963.65
Full AERI 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 — AERI vs JEPI

📍 AERI 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 PeriodAERIJEPI
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, AERI + JEPI cover 0 of 12 monthsgood coverage

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

AERI
Annual income on $10K today (after 15% tax)
$1,114.75/yr
After 10yr DRIP, annual income (after tax)
$2,519.10/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, AERI beats the other by $1,219.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AERI: 50%JEPI: 50%
100% JEPI50/50100% AERI
Portfolio after 10yr
$38.2K
Annual income
$2,246.14/yr
Blended yield
5.88%
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Analyst Conviction Gap

Where Wall Street is most bullish on AERI right now

AERI
Analyst Ratings
15
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$15.25
0.0% upside vs current
Range: $15.25 — $15.25
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AERI buys
0
JEPI buys
0
No recent congressional trades found for AERI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAERIJEPI
Forward yield13.11%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.4K$29.0K
Annual income after 10y$2,963.65$1,528.62
Total dividends collected$21.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAERI PortfolioAERI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,011$1,311.48$11,260$840.19+$751.00AERI
2$14,324$1,472.22$12,641$907.94+$1.7KAERI
3$16,968$1,640.86$14,150$978.20+$2.8KAERI
4$19,972$1,816.53$15,795$1,050.85+$4.2KAERI
5$23,369$1,998.27$17,584$1,125.74+$5.8KAERI
6$27,190$2,185.12$19,526$1,202.74+$7.7KAERI
7$31,469$2,376.08$21,628$1,281.69+$9.8KAERI
8$36,242$2,570.14$23,898$1,362.43+$12.3KAERI
9$41,545$2,766.31$26,347$1,444.79+$15.2KAERI
10$47,417$2,963.65$28,982$1,528.62+$18.4KAERI

AERI vs JEPI: Complete Analysis 2026

AERIStock

Aerie Pharmaceuticals, Inc., a pharmaceutical company, focuses on the discovery, development, and commercialization of ophthalmic therapies for open-angle glaucoma, dry eye, diabetic macular edema, and wet age-related macular degeneration in the United States. Its products include Rhopressa, a once-daily eye drop to reduce elevated intraocular pressure (IOP) in patients with open-angle glaucoma or ocular hypertension; and Rocklatan, a once-daily fixed-dose combination of Rhopressa and latanopros to reduce IOP to treat patients with open-angle glaucoma or ocular hypertension. The company also develops AR-15512 to treat signs and symptoms of dry eye; and AR-1105 and AR-14034 SR sustained-release implants focused on retinal diseases. It has a collaborative research, development, and licensing agreement with DSM Biomedical. Aerie Pharmaceuticals, Inc. was incorporated in 2005 and is headquartered in Durham, North Carolina.

Full AERI 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.