HomeCompareALITF vs JEPI

ALITF vs JEPI: Dividend Comparison 2026

ALITF yields 2.24% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ALITF wins by $28.30M in total portfolio value· pulled ahead in Year 2
10 years
ALITF
ALITF
● Live price
2.24%
Share price
$17.00
Annual div
$0.38
5Y div CAGR
92.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.33M
Annual income
$25,100,112.06
Full ALITF 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 — ALITF vs JEPI

📍 ALITF pulled ahead of the other in Year 2

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 PeriodALITFJEPI
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, ALITF + JEPI cover 0 of 12 monthsgood coverage

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

ALITF
Annual income on $10K today (after 15% tax)
$190.04/yr
After 10yr DRIP, annual income (after tax)
$21,335,095.25/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, ALITF beats the other by $21,333,795.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ALITF: 50%JEPI: 50%
100% JEPI50/50100% ALITF
Portfolio after 10yr
$14.18M
Annual income
$12,550,820.34/yr
Blended yield
88.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ALITF buys
0
JEPI buys
0
No recent congressional trades found for ALITF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricALITFJEPI
Forward yield2.24%8.40%
Annual dividend / share$0.38$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR92.1%0%
Portfolio after 10y$28.33M$29.0K
Annual income after 10y$25,100,112.06$1,528.62
Total dividends collected$28.05M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearALITF PortfolioALITF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,129$429.49$11,260$840.19$131.00JEPI
2← crossover$12,767$858.17$12,641$907.94+$126.00ALITF
3$15,428$1,767.34$14,150$978.20+$1.3KALITF
4$20,342$3,834.30$15,795$1,050.85+$4.5KALITF
5$30,842$9,076.55$17,584$1,125.74+$13.3KALITF
6$57,708$24,707.03$19,526$1,202.74+$38.2KALITF
7$144,744$82,995.50$21,628$1,281.69+$123.1KALITF
8$528,605$373,729.89$23,898$1,362.43+$504.7KALITF
9$3,015,990$2,450,382.24$26,347$1,444.79+$2.99MALITF
10$28,327,221$25,100,112.06$28,982$1,528.62+$28.30MALITF

ALITF vs JEPI: Complete Analysis 2026

ALITFStock

Alliance Witan Plc. is Closed-End Investment Fund/Investment trust. engages in the investors with a unique global equity portfolio at a competitive cost. The company was founded on October 9, 2024 and is headquartered in Dundee, the United Kingdom.

Full ALITF 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.