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AGTI vs JEPI: Dividend Comparison 2026

AGTI yields 19.90% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AGTI wins by $43.6K in total portfolio value
10 years
AGTI
AGTI
● Live price
19.90%
Share price
$10.05
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.6K
Annual income
$6,667.68
Full AGTI 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 — AGTI vs JEPI

📍 AGTI 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 PeriodAGTIJEPI
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, AGTI + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AGTI pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

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

AGTI
Annual income on $10K today (after 15% tax)
$1,691.54/yr
After 10yr DRIP, annual income (after tax)
$5,667.53/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, AGTI beats the other by $4,368.20/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 AGTI + JEPI for your $10,000?

AGTI: 50%JEPI: 50%
100% JEPI50/50100% AGTI
Portfolio after 10yr
$50.8K
Annual income
$4,098.15/yr
Blended yield
8.07%
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Analyst Conviction Gap

Where Wall Street is most bullish on AGTI right now

AGTI
Analyst Ratings
4
Buy
3
Hold
2
Sell
Consensus: Buy
Price Target
$20.00
+99.0% upside vs current
Range: $20.00 — $20.00
Altman Z
1.2
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AGTI buys
0
JEPI buys
0
No recent congressional trades found for AGTI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAGTIJEPI
Forward yield19.90%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$72.6K$29.0K
Annual income after 10y$6,667.68$1,528.62
Total dividends collected$41.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAGTI PortfolioAGTI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,690$1,990.05$11,260$840.19+$1.4KAGTI
2$15,939$2,360.17$12,641$907.94+$3.3KAGTI
3$19,825$2,770.41$14,150$978.20+$5.7KAGTI
4$24,433$3,220.46$15,795$1,050.85+$8.6KAGTI
5$29,853$3,709.39$17,584$1,125.74+$12.3KAGTI
6$36,178$4,235.71$19,526$1,202.74+$16.7KAGTI
7$43,508$4,797.38$21,628$1,281.69+$21.9KAGTI
8$51,945$5,391.92$23,898$1,362.43+$28.0KAGTI
9$61,598$6,016.43$26,347$1,444.79+$35.3KAGTI
10$72,577$6,667.68$28,982$1,528.62+$43.6KAGTI

AGTI vs JEPI: Complete Analysis 2026

AGTIStock

Agiliti, Inc., together with its subsidiaries, provides healthcare technology management and service solutions to the healthcare industry in the United States. It offers onsite managed services that are comprehensive programs for the management, reprocessing, and logistics of medical equipment at individual facilities and integrated delivery networks to monitor and adjust equipment quantities and availability to address fluctuations in patient census and acuity. The company also provides clinical engineering services comprising maintenance, repair, and remediation solutions for various types of medical equipment, including general biomedical equipment, diagnostic imaging equipment, and surgical equipment through supplemental and outsourced offerings. In addition, it offers equipment solutions, which primarily provide supplemental, peak need, and per-case rental of general biomedical, specialty, and surgical equipment to acute care hospitals and alternate site providers, including premier healthcare institutions and integrated delivery networks. The company serves acute care hospitals, health systems and integrated delivery networks and alternate site providers Agiliti, Inc. was founded in 1939 and is headquartered in Eden Prairie, Minnesota.

Full AGTI 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 →
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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.