HomeCompareAIU vs JEPI

AIU vs JEPI: Dividend Comparison 2026

AIU yields 327.87% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AIU wins by $121.6K in total portfolio value
10 years
AIU
AIU
● Live price
327.87%
Share price
$0.61
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$150.6K
Annual income
$244.68
Full AIU 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 — AIU vs JEPI

📍 AIU 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 PeriodAIUJEPI
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, AIU + JEPI cover 0 of 12 monthsgood coverage

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

AIU
Annual income on $10K today (after 15% tax)
$27,868.85/yr
After 10yr DRIP, annual income (after tax)
$207.98/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, JEPI beats the other by $1,091.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AIU: 50%JEPI: 50%
100% JEPI50/50100% AIU
Portfolio after 10yr
$89.8K
Annual income
$886.65/yr
Blended yield
0.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AIU buys
0
JEPI buys
0
No recent congressional trades found for AIU or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAIUJEPI
Forward yield327.87%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$150.6K$29.0K
Annual income after 10y$244.68$1,528.62
Total dividends collected$81.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAIU PortfolioAIU Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$27,093$16,393.44$11,260$840.19+$15.8KAIU
2$49,745$20,754.90$12,641$907.94+$37.1KAIU
3$71,034$17,807.01$14,150$978.20+$56.9KAIU
4$87,889$11,882.16$15,795$1,050.85+$72.1KAIU
5$100,911$6,869.85$17,584$1,125.74+$83.3KAIU
6$111,660$3,685.85$19,526$1,202.74+$92.1KAIU
7$121,382$1,905.84$21,628$1,281.69+$99.8KAIU
8$130,847$968.12$23,898$1,362.43+$106.9KAIU
9$140,494$487.67$26,347$1,444.79+$114.1KAIU
10$150,573$244.68$28,982$1,528.62+$121.6KAIU

AIU vs JEPI: Complete Analysis 2026

AIUStock

Meta Data Limited provides tutoring services for the students of kindergarten and primary, middle, and high schools (K12) in the People's Republic of China. It offers premium tutoring services for exam preparation under the OneSmart VIP brand; young children education services, including Chinese language, mathematics, science, and computer programming under the HappyMath brand; and English tutoring services focusing on early childhood under the FasTrack English brand. The company also provides online education courses under the OneSmart Online brand to existing student base from OneSmart VIP, HappyMath, and FasTrack English. As of August 31, 2021, it operated a network of 498 learning centers across 44 cities in China. The company was formerly known as OneSmart International Education Group Limited and changed its name to Meta Data Limited in April 2022. Meta Data Limited was founded in 2007 and is headquartered in Shanghai, the People's Republic of China.

Full AIU 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.