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ANTM vs JEPI: Dividend Comparison 2026

ANTM yields 6.01% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ANTM wins by $11.94M in total portfolio value
10 years
ANTM
ANTM
● Live price
6.01%
Share price
$482.58
Annual div
$29.00
5Y div CAGR
63.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$11.97M
Annual income
$9,644,096.45
Full ANTM calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — ANTM vs JEPI

📍 ANTM 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 PeriodANTMJEPI
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, ANTM + JEPI cover 0 of 12 monthsgood coverage

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

ANTM
Annual income on $10K today (after 15% tax)
$510.85/yr
After 10yr DRIP, annual income (after tax)
$8,197,481.98/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, ANTM beats the other by $8,196,144.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ANTM: 50%JEPI: 50%
100% JEPI50/50100% ANTM
Portfolio after 10yr
$6.00M
Annual income
$4,822,835.05/yr
Blended yield
80.38%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ANTM right now

ANTM
Analyst Ratings
27
Buy
10
Hold
Consensus: Buy
Price Target
$529.05
+9.6% upside vs current
Range: $335.00 — $625.00
Altman Z
5.3
Piotroski
5/9
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)

ANTM buys
0
JEPI buys
0
No recent congressional trades found for ANTM or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricANTMJEPI
Forward yield6.01%8.56%
Annual dividend / share$29.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR63.4%0%
Portfolio after 10y$11.97M$29.3K
Annual income after 10y$9,644,096.45$1,573.67
Total dividends collected$11.74M$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearANTM PortfolioANTM Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,682$982.03$11,276$855.74+$406.00ANTM
2$14,252$1,751.91$12,675$926.02+$1.6KANTM
3$18,513$3,263.84$14,207$999.01+$4.3KANTM
4$26,284$6,474.57$15,878$1,074.57+$10.4KANTM
5$42,161$14,037.31$17,697$1,152.57+$24.5KANTM
6$79,498$34,385.54$19,674$1,232.87+$59.8KANTM
7$184,075$99,012.32$21,815$1,315.29+$162.3KANTM
8$547,065$350,104.57$24,131$1,399.68+$522.9KANTM
9$2,174,310$1,588,950.71$26,630$1,485.86+$2.15MANTM
10$11,970,608$9,644,096.45$29,323$1,573.67+$11.94MANTM

ANTM vs JEPI: Complete Analysis 2026

ANTMStock

Anthem, Inc., through its subsidiaries, operates as a health benefits company in the United States. It operates through four segments: Commercial & Specialty Business, Government Business, IngenioRx, and Other. The company offers a spectrum of network-based managed care health benefit plans to large and small groups, individuals, Medicaid, and Medicare markets. Its managed care plans include preferred provider organizations; health maintenance organizations; point-of-service plans; traditional indemnity plans and other hybrid plans, including consumer-driven health plans; and hospital only and limited benefit products. The company also provides a range of managed care services to self-funded customers, including claims processing, underwriting, stop loss insurance, actuarial services, provider network access, medical management, disease management, wellness programs, and other administrative services. In addition, it offers an array of specialty and other insurance products and services, such as pharmacy benefits management, dental, vision, life and disability insurance benefits, and analytics-driven personal health care. Further, the company provides services to the federal government in connection with the Federal Employee Program; and operates as a licensee of the Blue Cross and Blue Shield Association. As of December 31, 2021, it served 45 million medical members through its affiliated health plans. The company was formerly known as WellPoint, Inc. and changed its name to Anthem, Inc. in December 2014. Anthem, Inc. was founded in 1944 and is headquartered in Indianapolis, Indiana.

Full ANTM 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.