HomeCompareAIOSF vs JEPI

AIOSF vs JEPI: Dividend Comparison 2026

AIOSF yields 16.14% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AIOSF wins by $28.5K in total portfolio value
10 years
AIOSF
AIOSF
● Live price
16.14%
Share price
$6.01
Annual div
$0.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.5K
Annual income
$4,356.75
Full AIOSF 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 — AIOSF vs JEPI

📍 AIOSF 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 PeriodAIOSFJEPI
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, AIOSF + JEPI cover 0 of 12 monthsgood coverage

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

AIOSF
Annual income on $10K today (after 15% tax)
$1,371.88/yr
After 10yr DRIP, annual income (after tax)
$3,703.24/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, AIOSF beats the other by $2,403.91/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 AIOSF + JEPI for your $10,000?

AIOSF: 50%JEPI: 50%
100% JEPI50/50100% AIOSF
Portfolio after 10yr
$43.2K
Annual income
$2,942.68/yr
Blended yield
6.81%
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Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

AIOSF
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
2.3
Piotroski
5/9
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)

AIOSF buys
0
JEPI buys
0
No recent congressional trades found for AIOSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAIOSFJEPI
Forward yield16.14%8.40%
Annual dividend / share$0.97$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$57.5K$29.0K
Annual income after 10y$4,356.75$1,528.62
Total dividends collected$29.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAIOSF PortfolioAIOSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,314$1,613.98$11,260$840.19+$1.1KAIOSF
2$15,033$1,857.43$12,641$907.94+$2.4KAIOSF
3$18,205$2,119.27$14,150$978.20+$4.1KAIOSF
4$21,878$2,398.48$15,795$1,050.85+$6.1KAIOSF
5$26,103$2,693.81$17,584$1,125.74+$8.5KAIOSF
6$30,934$3,003.79$19,526$1,202.74+$11.4KAIOSF
7$36,426$3,326.84$21,628$1,281.69+$14.8KAIOSF
8$42,637$3,661.22$23,898$1,362.43+$18.7KAIOSF
9$49,627$4,005.14$26,347$1,444.79+$23.3KAIOSF
10$57,458$4,356.75$28,982$1,528.62+$28.5KAIOSF

AIOSF vs JEPI: Complete Analysis 2026

AIOSFStock

Atresmedia Corporación de Medios de Comunicación, S.A., an audiovisual company, engages in the television, digital and multimedia development, advertising, cinema, radio, cinema, and events organization businesses in Spain and internationally. The company is involved in the production, distribution, and sale of TV series; and management of music rights, as well as produces and distributes channels on pay-TV platforms; and operates Atresplayer, an on-line video platform. It operates under the Antena 3, La Sexta, Onda Cero, Europa FM, etc. brands. The company was formerly known as Antena 3 de Televisión, S.A. Atresmedia Corporación de Medios de Comunicación, S.A. was incorporated in 1988 and is based in Madrid, Spain.

Full AIOSF 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.