HomeCompareAFSIC vs JEPQ

AFSIC vs JEPQ: Dividend Comparison 2026

AFSIC yields 12.44% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AFSIC wins by $626.00 in total portfolio value
10 years
AFSIC
AFSIC
● Live price
12.44%
Share price
$15.32
Annual div
$1.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.4K
Annual income
$2,701.62
Full AFSIC 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 — AFSIC vs JEPQ

📍 AFSIC 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 PeriodAFSICJEPQ
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, AFSIC + JEPQ cover 0 of 12 monthsgood coverage

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

AFSIC
Annual income on $10K today (after 15% tax)
$1,057.64/yr
After 10yr DRIP, annual income (after tax)
$2,296.38/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, AFSIC beats the other by $466.68/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 AFSIC + JEPQ for your $10,000?

AFSIC: 50%JEPQ: 50%
100% JEPQ50/50100% AFSIC
Portfolio after 10yr
$45.1K
Annual income
$2,427.10/yr
Blended yield
5.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFSIC buys
0
JEPQ buys
0
No recent congressional trades found for AFSIC or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFSICJEPQ
Forward yield12.44%11.10%
Annual dividend / share$1.91$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.4K$44.8K
Annual income after 10y$2,701.62$2,152.59
Total dividends collected$19.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAFSIC PortfolioAFSIC Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,944$1,244.28$11,930$1,110.39+$14.00AFSIC
2$14,169$1,388.98$14,133$1,224.34+$36.00AFSIC
3$16,701$1,539.93$16,632$1,340.46+$69.00AFSIC
4$19,567$1,696.34$19,454$1,457.97+$113.00AFSIC
5$22,794$1,857.37$22,626$1,576.08+$168.00AFSIC
6$26,411$2,022.15$26,175$1,694.09+$236.00AFSIC
7$30,450$2,189.81$30,133$1,811.32+$317.00AFSIC
8$34,941$2,359.49$34,531$1,927.17+$410.00AFSIC
9$39,917$2,530.36$39,403$2,041.08+$514.00AFSIC
10$45,413$2,701.62$44,787$2,152.59+$626.00AFSIC

AFSIC vs JEPQ: Complete Analysis 2026

AFSICStock

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 AFSIC 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.