HomeCompareAIBAF vs JEPI

AIBAF vs JEPI: Dividend Comparison 2026

AIBAF yields 23.53% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AIBAF wins by $61.5K in total portfolio value
10 years
AIBAF
AIBAF
● Live price
23.53%
Share price
$8.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$90.5K
Annual income
$9,663.72
Full AIBAF 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 — AIBAF vs JEPI

📍 AIBAF pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAIBAFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, AIBAF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AIBAF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

AIBAF
Annual income on $10K today (after 15% tax)
$2,000.00/yr
After 10yr DRIP, annual income (after tax)
$8,214.16/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, AIBAF beats the other by $6,914.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AIBAF + JEPI for your $10,000?

AIBAF: 50%JEPI: 50%
100% JEPI50/50100% AIBAF
Portfolio after 10yr
$59.7K
Annual income
$5,596.17/yr
Blended yield
9.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AIBAF buys
0
JEPI buys
0
No recent congressional trades found for AIBAF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAIBAFJEPI
Forward yield23.53%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$90.5K$29.0K
Annual income after 10y$9,663.72$1,528.62
Total dividends collected$55.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAIBAF PortfolioAIBAF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,053$2,352.94$11,260$840.19+$1.8KAIBAF
2$16,837$2,870.36$12,641$907.94+$4.2KAIBAF
3$21,476$3,460.26$14,150$978.20+$7.3KAIBAF
4$27,104$4,124.87$15,795$1,050.85+$11.3KAIBAF
5$33,867$4,865.30$17,584$1,125.74+$16.3KAIBAF
6$41,919$5,681.51$19,526$1,202.74+$22.4KAIBAF
7$51,425$6,572.30$21,628$1,281.69+$29.8KAIBAF
8$62,561$7,535.33$23,898$1,362.43+$38.7KAIBAF
9$75,507$8,567.24$26,347$1,444.79+$49.2KAIBAF
10$90,456$9,663.72$28,982$1,528.62+$61.5KAIBAF

AIBAF vs JEPI: Complete Analysis 2026

AIBAFStock

AIBAF is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in AIBAF shares.

Full AIBAF 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 →
📬

Get this AIBAF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AIBAF vs SCHDAIBAF vs OAIBAF vs KOAIBAF vs MAINAIBAF vs JEPQAIBAF vs XYLDAIBAF vs DIVOAIBAF vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.