HomeCompareAFSIB vs JEPQ

AFSIB vs JEPQ: Dividend Comparison 2026

AFSIB yields 12.08% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $414.00 in total portfolio value
10 years
AFSIB
AFSIB
● Live price
12.08%
Share price
$15.00
Annual div
$1.81
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.4K
Annual income
$2,567.90
Full AFSIB 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 — AFSIB vs JEPQ

📍 JEPQ 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 PeriodAFSIBJEPQ
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, AFSIB + JEPQ cover 0 of 12 monthsgood coverage

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

AFSIB
Annual income on $10K today (after 15% tax)
$1,027.09/yr
After 10yr DRIP, annual income (after tax)
$2,182.72/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, AFSIB beats the other by $353.01/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

AFSIB: 50%JEPQ: 50%
100% JEPQ50/50100% AFSIB
Portfolio after 10yr
$44.6K
Annual income
$2,360.24/yr
Blended yield
5.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFSIB buys
0
JEPQ buys
0
No recent congressional trades found for AFSIB or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFSIBJEPQ
Forward yield12.08%11.10%
Annual dividend / share$1.81$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.4K$44.8K
Annual income after 10y$2,567.90$2,152.59
Total dividends collected$18.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAFSIB PortfolioAFSIB Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,908$1,208.35$11,930$1,110.39$22.00JEPQ
2$14,087$1,344.80$14,133$1,224.34$46.00JEPQ
3$16,560$1,486.74$16,632$1,340.46$72.00JEPQ
4$19,352$1,633.39$19,454$1,457.97$102.00JEPQ
5$22,491$1,783.96$22,626$1,576.08$135.00JEPQ
6$26,003$1,937.65$26,175$1,694.09$172.00JEPQ
7$29,917$2,093.67$30,133$1,811.32$216.00JEPQ
8$34,262$2,251.21$34,531$1,927.17$269.00JEPQ
9$39,070$2,409.53$39,403$2,041.08$333.00JEPQ
10$44,373$2,567.90$44,787$2,152.59$414.00JEPQ

AFSIB vs JEPQ: Complete Analysis 2026

AFSIBStock

AmTrust Financial Services, Inc. operates as a property and casualty company. It offers automobile, commercial auto liability, liability, products liability, marine, inland marine, multi-peril, commercial multiple peril (liability portion), workers' compensation, and other property and casualty insurance. It was founded in 1998 and is headquartered in New York, New York.

Full AFSIB 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.