HomeCompareAMIVF vs JEPQ

AMIVF vs JEPQ: Dividend Comparison 2026

AMIVF yields 8.97% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AMIVF wins by $255.15M 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 →
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 — AMIVF vs JEPQ

📍 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 PeriodAMIVFJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

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

AMIVF
Annual income on $10K today (after 15% tax)
$762.48/yr
After 10yr DRIP, annual income (after tax)
$194,947,237.86/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, AMIVF beats the other by $194,945,408.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AMIVF: 50%JEPQ: 50%
100% JEPQ50/50100% AMIVF
Portfolio after 10yr
$127.62M
Annual income
$114,675,922.09/yr
Blended yield
89.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMIVF buys
0
JEPQ buys
0
No recent congressional trades found for AMIVF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMIVFJEPQ
Forward yield8.97%11.10%
Annual dividend / share$0.75$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR69.4%0%
Portfolio after 10y$255.20M$44.8K
Annual income after 10y$229,349,691.60$2,152.59
Total dividends collected$253.18M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAMIVF PortfolioAMIVF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,220$1,519.59$11,930$1,110.39+$290.00AMIVF
2$16,015$2,939.76$14,133$1,224.34+$1.9KAMIVF
3$23,235$6,099.64$16,632$1,340.46+$6.6KAMIVF
4$38,873$14,010.84$19,454$1,457.97+$19.4KAMIVF
5$78,704$37,109.80$22,626$1,576.08+$56.1KAMIVF
6$203,164$118,950.99$26,175$1,694.09+$177.0KAMIVF
7$703,512$486,126.81$30,133$1,811.32+$673.4KAMIVF
8$3,417,802$2,665,044.03$34,531$1,927.17+$3.38MAMIVF
9$24,154,947$20,497,898.70$39,403$2,041.08+$24.12MAMIVF
10$255,195,485$229,349,691.60$44,787$2,152.59+$255.15MAMIVF

AMIVF vs JEPQ: 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 →

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.