HomeCompareAFINO vs JEPI

AFINO vs JEPI: Dividend Comparison 2026

AFINO yields 7.46% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AFINO wins by $175.7K in total portfolio value
10 years
AFINO
AFINO
● Live price
7.46%
Share price
$25.66
Annual div
$1.91
5Y div CAGR
31.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$204.7K
Annual income
$75,257.67
Full AFINO 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 — AFINO vs JEPI

📍 AFINO pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAFINOJEPI
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%.
📅

Dividend Calendar Overlap

Combined, AFINO + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AFINO
Annual income on $10K today (after 15% tax)
$633.69/yr
After 10yr DRIP, annual income (after tax)
$63,969.02/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, AFINO beats the other by $62,669.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AFINO: 50%JEPI: 50%
100% JEPI50/50100% AFINO
Portfolio after 10yr
$116.8K
Annual income
$38,393.15/yr
Blended yield
32.86%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AFINO right now

AFINO
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
Altman Z
0.8
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)

AFINO buys
0
JEPI buys
0
No recent congressional trades found for AFINO or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFINOJEPI
Forward yield7.46%8.40%
Annual dividend / share$1.91$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR31.4%0%
Portfolio after 10y$204.7K$29.0K
Annual income after 10y$75,257.67$1,528.62
Total dividends collected$167.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAFINO PortfolioAFINO Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,680$979.61$11,260$840.19+$420.00AFINO
2$13,902$1,405.06$12,641$907.94+$1.3KAFINO
3$16,929$2,053.82$14,150$978.20+$2.8KAFINO
4$21,186$3,071.32$15,795$1,050.85+$5.4KAFINO
5$27,389$4,719.98$17,584$1,125.74+$9.8KAFINO
6$36,799$7,493.43$19,526$1,202.74+$17.3KAFINO
7$51,739$12,364.07$21,628$1,281.69+$30.1KAFINO
8$76,709$21,347.86$23,898$1,362.43+$52.8KAFINO
9$120,946$38,867.94$26,347$1,444.79+$94.6KAFINO
10$204,670$75,257.67$28,982$1,528.62+$175.7KAFINO

AFINO vs JEPI: Complete Analysis 2026

AFINOStock

American Finance Trust, Inc. (Nasdaq: AFIN) is a publicly traded real estate investment trust listed on the Nasdaq focused on acquiring and managing a diversified portfolio of primarily service-oriented and traditional retail and distribution related commercial real estate properties in the U.S.

Full AFINO 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 →
📬

Get this AFINO vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AFINO vs SCHDAFINO vs OAFINO vs KOAFINO vs MAINAFINO vs JEPQAFINO vs XYLDAFINO vs DIVOAFINO vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.