HomeCompareAMIVF vs JEPI

AMIVF vs JEPI: Dividend Comparison 2026

AMIVF yields 8.97% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AMIVF wins by $255.17M in total portfolio value
10 years
AMIVF
AMIVF
● Live price
8.97%
Share price
$8.31
Annual div
$0.75
5Y div CAGR
69.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$255.20M
Annual income
$229,349,691.60
Full AMIVF 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 — AMIVF vs JEPI

📍 AMIVF 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 PeriodAMIVFJEPI
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, AMIVF + JEPI cover 0 of 12 monthsgood coverage

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

AMIVF
Annual income on $10K today (after 15% tax)
$762.48/yr
After 10yr DRIP, annual income (after tax)
$194,947,237.86/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, AMIVF beats the other by $194,945,938.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AMIVF: 50%JEPI: 50%
100% JEPI50/50100% AMIVF
Portfolio after 10yr
$127.61M
Annual income
$114,675,610.11/yr
Blended yield
89.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMIVF buys
0
JEPI buys
0
No recent congressional trades found for AMIVF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMIVFJEPI
Forward yield8.97%8.40%
Annual dividend / share$0.75$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR69.4%0%
Portfolio after 10y$255.20M$29.0K
Annual income after 10y$229,349,691.60$1,528.62
Total dividends collected$253.18M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAMIVF PortfolioAMIVF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,220$1,519.59$11,260$840.19+$960.00AMIVF
2$16,015$2,939.76$12,641$907.94+$3.4KAMIVF
3$23,235$6,099.64$14,150$978.20+$9.1KAMIVF
4$38,873$14,010.84$15,795$1,050.85+$23.1KAMIVF
5$78,704$37,109.80$17,584$1,125.74+$61.1KAMIVF
6$203,164$118,950.99$19,526$1,202.74+$183.6KAMIVF
7$703,512$486,126.81$21,628$1,281.69+$681.9KAMIVF
8$3,417,802$2,665,044.03$23,898$1,362.43+$3.39MAMIVF
9$24,154,947$20,497,898.70$26,347$1,444.79+$24.13MAMIVF
10$255,195,485$229,349,691.60$28,982$1,528.62+$255.17MAMIVF

AMIVF vs JEPI: Complete Analysis 2026

AMIVFStock

Atrium Mortgage Investment Corporation, a non-bank lender, provides financing solutions to the real estate communities in Ontario, Alberta, and British Columbia. It offers various types of mortgage loans for residential, multi-residential, and commercial real properties, which includes first and second mortgages; infill construction and financing; land and land assembly financing for stacked and traditional townhomes, single detached homes, and low-rise and midrise condominiums; and bridge and term financing. The company was incorporated in 2001 and is headquartered in Toronto, Canada.

Full AMIVF 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.