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AOVIX vs JEPI: Dividend Comparison 2026

AOVIX yields 8.41% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AOVIX wins by $5.9K in total portfolio value
10 years
AOVIX
AOVIX
● Live price
8.41%
Share price
$20.52
Annual div
$1.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.9K
Annual income
$1,430.46
Full AOVIX 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 — AOVIX vs JEPI

📍 AOVIX 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 PeriodAOVIXJEPI
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%.
📅

Dividend Calendar Overlap

Combined, AOVIX + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AOVIX pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AOVIX
Annual income on $10K today (after 15% tax)
$714.71/yr
After 10yr DRIP, annual income (after tax)
$1,215.89/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 $83.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AOVIX: 50%JEPI: 50%
100% JEPI50/50100% AOVIX
Portfolio after 10yr
$31.9K
Annual income
$1,479.54/yr
Blended yield
4.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AOVIX buys
0
JEPI buys
0
No recent congressional trades found for AOVIX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAOVIXJEPI
Forward yield8.41%8.40%
Annual dividend / share$1.73$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.9K$29.0K
Annual income after 10y$1,430.46$1,528.62
Total dividends collected$11.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAOVIX PortfolioAOVIX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,541$840.84$11,260$840.19+$281.00AOVIX
2$13,256$906.91$12,641$907.94+$615.00AOVIX
3$15,157$973.52$14,150$978.20+$1.0KAOVIX
4$17,258$1,040.34$15,795$1,050.85+$1.5KAOVIX
5$19,574$1,107.07$17,584$1,125.74+$2.0KAOVIX
6$22,117$1,173.44$19,526$1,202.74+$2.6KAOVIX
7$24,904$1,239.19$21,628$1,281.69+$3.3KAOVIX
8$27,952$1,304.08$23,898$1,362.43+$4.1KAOVIX
9$31,276$1,367.90$26,347$1,444.79+$4.9KAOVIX
10$34,896$1,430.46$28,982$1,528.62+$5.9KAOVIX

AOVIX vs JEPI: Complete Analysis 2026

AOVIXStock

Seeks the highest total return consistent with its asset mix

Full AOVIX 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.