HomeCompareAIW vs JEPI

AIW vs JEPI: Dividend Comparison 2026

AIW yields 48.06% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AIW wins by $153.00 in total portfolio value
10 years
AIW
AIW
● Live price
48.06%
Share price
$25.00
Annual div
$12.02
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$6.95
Full AIW 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 — AIW vs JEPI

📍 AIW 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 PeriodAIWJEPI
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, AIW + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AIW
Annual income on $10K today (after 15% tax)
$4,085.44/yr
After 10yr DRIP, annual income (after tax)
$5.91/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 $1,293.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AIW: 50%JEPI: 50%
100% JEPI50/50100% AIW
Portfolio after 10yr
$29.1K
Annual income
$767.79/yr
Blended yield
2.64%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AIW right now

AIW
Analyst Ratings
3
Buy
7
Hold
Consensus: Hold
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AIW buys
0
JEPI buys
0
No recent congressional trades found for AIW or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAIWJEPI
Forward yield48.06%8.40%
Annual dividend / share$12.02$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$29.1K$29.0K
Annual income after 10y$6.95$1,528.62
Total dividends collected$5.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAIW PortfolioAIW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,103$2,403.20$11,260$840.19+$1.8KAIW
2$15,492$1,471.48$12,641$907.94+$2.9KAIW
3$17,389$812.96$14,150$978.20+$3.2KAIW
4$19,033$426.41$15,795$1,050.85+$3.2KAIW
5$20,583$218.09$17,584$1,125.74+$3.0KAIW
6$22,134$110.21$19,526$1,202.74+$2.6KAIW
7$23,739$55.38$21,628$1,281.69+$2.1KAIW
8$25,429$27.76$23,898$1,362.43+$1.5KAIW
9$27,223$13.89$26,347$1,444.79+$876.00AIW
10$29,135$6.95$28,982$1,528.62+$153.00AIW

AIW vs JEPI: Complete Analysis 2026

AIWStock

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

Full AIW 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.