HomeCompareAMZA vs JEPI

AMZA vs JEPI: Dividend Comparison 2026

AMZA yields 7.88% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AMZA wins by $4.7K in total portfolio value
10 years
AMZA
AMZA
● Live price
7.88%
Share price
$46.09
Annual div
$3.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.7K
Annual income
$1,296.75
Full AMZA 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 — AMZA vs JEPI

📍 AMZA 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 PeriodAMZAJEPI
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, AMZA + JEPI cover 0 of 12 monthsgood coverage

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

AMZA
Annual income on $10K today (after 15% tax)
$669.45/yr
After 10yr DRIP, annual income (after tax)
$1,102.24/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 $197.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AMZA: 50%JEPI: 50%
100% JEPI50/50100% AMZA
Portfolio after 10yr
$31.3K
Annual income
$1,412.69/yr
Blended yield
4.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMZA buys
0
JEPI buys
0
No recent congressional trades found for AMZA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMZAJEPI
Forward yield7.88%8.40%
Annual dividend / share$3.63$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.7K$29.0K
Annual income after 10y$1,296.75$1,528.62
Total dividends collected$10.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAMZA PortfolioAMZA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,488$787.59$11,260$840.19+$228.00AMZA
2$13,137$845.56$12,641$907.94+$496.00AMZA
3$14,961$903.73$14,150$978.20+$811.00AMZA
4$16,970$961.83$15,795$1,050.85+$1.2KAMZA
5$19,177$1,019.62$17,584$1,125.74+$1.6KAMZA
6$21,596$1,076.88$19,526$1,202.74+$2.1KAMZA
7$24,242$1,133.39$21,628$1,281.69+$2.6KAMZA
8$27,128$1,188.98$23,898$1,362.43+$3.2KAMZA
9$30,270$1,243.48$26,347$1,444.79+$3.9KAMZA
10$33,686$1,296.75$28,982$1,528.62+$4.7KAMZA

AMZA vs JEPI: Complete Analysis 2026

AMZAStock

The Fund seeks to provide exposure to midstream master limited partnerships (MLPs) with an emphasis on high current income.

Full AMZA 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.