HomeCompareAIVAF vs JEPQ

AIVAF vs JEPQ: Dividend Comparison 2026

AIVAF yields 6.31% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AIVAF wins by $23748.32M in total portfolio value
10 years
AIVAF
AIVAF
● Live price
6.31%
Share price
$8.25
Annual div
$0.52
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23748.37M
Annual income
$23,046,381,515.14
Full AIVAF 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 — AIVAF vs JEPQ

📍 AIVAF 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 PeriodAIVAFJEPQ
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, AIVAF + JEPQ cover 0 of 12 monthsgood coverage

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

AIVAF
Annual income on $10K today (after 15% tax)
$536.08/yr
After 10yr DRIP, annual income (after tax)
$19,589,424,287.87/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, AIVAF beats the other by $19,589,422,458.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AIVAF + JEPQ for your $10,000?

AIVAF: 50%JEPQ: 50%
100% JEPQ50/50100% AIVAF
Portfolio after 10yr
$11874.21M
Annual income
$11,523,191,833.86/yr
Blended yield
97.04%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AIVAF right now

AIVAF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
0.3
Piotroski
5/9
JEPQ
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AIVAF buys
0
JEPQ buys
0
No recent congressional trades found for AIVAF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAIVAFJEPQ
Forward yield6.31%11.10%
Annual dividend / share$0.52$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$23748.37M$44.8K
Annual income after 10y$23,046,381,515.14$2,152.59
Total dividends collected$23699.86M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAIVAF PortfolioAIVAF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,961$1,261.37$11,930$1,110.39+$31.00AIVAF
2$15,619$2,820.13$14,133$1,224.34+$1.5KAIVAF
3$23,595$6,883.08$16,632$1,340.46+$7.0KAIVAF
4$44,683$19,435.91$19,454$1,457.97+$25.2KAIVAF
5$116,607$68,796.71$22,626$1,576.08+$94.0KAIVAF
6$460,352$335,582.60$26,175$1,694.09+$434.2KAIVAF
7$2,968,918$2,476,340.63$30,133$1,811.32+$2.94MAIVAF
8$33,028,118$29,851,376.45$34,531$1,927.17+$32.99MAIVAF
9$656,060,825$620,720,738.56$39,403$2,041.08+$656.02MAIVAF
10$23,748,366,598$23,046,381,515.14$44,787$2,152.59+$23748.32MAIVAF

AIVAF vs JEPQ: Complete Analysis 2026

AIVAFStock

Aviva plc provides various insurance, retirement, investment, and savings products in the United Kingdom, Ireland, Canada, and internationally. The company offers life insurance, long-term health and accident insurance, savings, pension, and annuity products, as well as pension fund business and lifetime mortgage products. It also provides insurance cover to individuals, small and medium-sized businesses for risks associated with motor vehicles and medical expenses, as well as property and liability, such as employers' and professional indemnity liabilities. In addition, the company provides investment management services for institutional pension fund mandates; and manages various retail investment products, including investment funds, unit trusts, open-ended investment companies, and individual savings accounts for third-party financial institutions, pension funds, public sector organizations, investment professionals, and private investors. It markets its products through a network of insurance brokers, as well as MyAviva platform. The company was formerly known as CGNU plc and changed its name to Aviva plc in July 2002. Aviva plc was founded in 1696 and is headquartered in London, the United Kingdom.

Full AIVAF 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.