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AFINO vs JEPQ: Dividend Comparison 2026

AFINO yields 7.46% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AFINO wins by $159.9K in total portfolio value· pulled ahead in Year 3
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 →
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 — AFINO vs JEPQ

📍 AFINO pulled ahead of the other in Year 3

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 PeriodAFINOJEPQ
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, AFINO + JEPQ cover 0 of 12 monthsgood coverage

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

AFINO
Annual income on $10K today (after 15% tax)
$633.69/yr
After 10yr DRIP, annual income (after tax)
$63,969.02/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, AFINO beats the other by $62,139.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AFINO: 50%JEPQ: 50%
100% JEPQ50/50100% AFINO
Portfolio after 10yr
$124.7K
Annual income
$38,705.13/yr
Blended yield
31.03%
📊

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
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFINO buys
0
JEPQ buys
0
No recent congressional trades found for AFINO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFINOJEPQ
Forward yield7.46%11.10%
Annual dividend / share$1.91$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR31.4%0%
Portfolio after 10y$204.7K$44.8K
Annual income after 10y$75,257.67$2,152.59
Total dividends collected$167.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAFINO PortfolioAFINO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,680$979.61$11,930$1,110.39$250.00JEPQ
2$13,902$1,405.06$14,133$1,224.34$231.00JEPQ
3← crossover$16,929$2,053.82$16,632$1,340.46+$297.00AFINO
4$21,186$3,071.32$19,454$1,457.97+$1.7KAFINO
5$27,389$4,719.98$22,626$1,576.08+$4.8KAFINO
6$36,799$7,493.43$26,175$1,694.09+$10.6KAFINO
7$51,739$12,364.07$30,133$1,811.32+$21.6KAFINO
8$76,709$21,347.86$34,531$1,927.17+$42.2KAFINO
9$120,946$38,867.94$39,403$2,041.08+$81.5KAFINO
10$204,670$75,257.67$44,787$2,152.59+$159.9KAFINO

AFINO vs JEPQ: 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 →

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.