HomeCompareAERI vs JEPQ

AERI vs JEPQ: Dividend Comparison 2026

AERI yields 13.11% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AERI wins by $2.6K 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 →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — AERI vs JEPQ

📍 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 PeriodAERIJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AERI pays
JEPQ 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
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, AERI beats the other by $689.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AERI: 50%JEPQ: 50%
100% JEPQ50/50100% AERI
Portfolio after 10yr
$46.1K
Annual income
$2,558.12/yr
Blended yield
5.55%
📊

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
JEPQ
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)

AERI buys
0
JEPQ buys
0
No recent congressional trades found for AERI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAERIJEPQ
Forward yield13.11%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.4K$44.8K
Annual income after 10y$2,963.65$2,152.59
Total dividends collected$21.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAERI PortfolioAERI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,011$1,311.48$11,930$1,110.39+$81.00AERI
2$14,324$1,472.22$14,133$1,224.34+$191.00AERI
3$16,968$1,640.86$16,632$1,340.46+$336.00AERI
4$19,972$1,816.53$19,454$1,457.97+$518.00AERI
5$23,369$1,998.27$22,626$1,576.08+$743.00AERI
6$27,190$2,185.12$26,175$1,694.09+$1.0KAERI
7$31,469$2,376.08$30,133$1,811.32+$1.3KAERI
8$36,242$2,570.14$34,531$1,927.17+$1.7KAERI
9$41,545$2,766.31$39,403$2,041.08+$2.1KAERI
10$47,417$2,963.65$44,787$2,152.59+$2.6KAERI

AERI vs JEPQ: 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 →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.