HomeCompareAFSIP vs JEPQ

AFSIP vs JEPQ: Dividend Comparison 2026

AFSIP yields 12.38% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AFSIP wins by $432.00 in total portfolio value
10 years
AFSIP
AFSIP
● Live price
12.38%
Share price
$15.15
Annual div
$1.88
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.2K
Annual income
$2,676.51
Full AFSIP 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 — AFSIP vs JEPQ

📍 AFSIP 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 PeriodAFSIPJEPQ
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, AFSIP + JEPQ cover 0 of 12 monthsgood coverage

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

AFSIP
Annual income on $10K today (after 15% tax)
$1,051.98/yr
After 10yr DRIP, annual income (after tax)
$2,275.03/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, AFSIP beats the other by $445.33/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 AFSIP + JEPQ for your $10,000?

AFSIP: 50%JEPQ: 50%
100% JEPQ50/50100% AFSIP
Portfolio after 10yr
$45.0K
Annual income
$2,414.55/yr
Blended yield
5.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFSIP buys
0
JEPQ buys
0
No recent congressional trades found for AFSIP or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFSIPJEPQ
Forward yield12.38%11.10%
Annual dividend / share$1.88$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.2K$44.8K
Annual income after 10y$2,676.51$2,152.59
Total dividends collected$19.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAFSIP PortfolioAFSIP Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,938$1,237.62$11,930$1,110.39+$8.00AFSIP
2$14,154$1,380.77$14,133$1,224.34+$21.00AFSIP
3$16,675$1,530.03$16,632$1,340.46+$43.00AFSIP
4$19,527$1,684.61$19,454$1,457.97+$73.00AFSIP
5$22,737$1,843.67$22,626$1,576.08+$111.00AFSIP
6$26,335$2,006.35$26,175$1,694.09+$160.00AFSIP
7$30,350$2,171.81$30,133$1,811.32+$217.00AFSIP
8$34,814$2,339.20$34,531$1,927.17+$283.00AFSIP
9$39,759$2,507.70$39,403$2,041.08+$356.00AFSIP
10$45,219$2,676.51$44,787$2,152.59+$432.00AFSIP

AFSIP vs JEPQ: Complete Analysis 2026

AFSIPStock

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 AFSIP 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.