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APAJF vs JEPI: Dividend Comparison 2026

APAJF yields 5.55% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $3.7K in total portfolio value
10 years
APAJF
APAJF
● Live price
5.55%
Share price
$6.85
Annual div
$0.38
5Y div CAGR
-8.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$280.80
Full APAJF 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 — APAJF vs JEPI

📍 JEPI 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 PeriodAPAJFJEPI
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, APAJF + JEPI cover 0 of 12 monthsgood coverage

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

APAJF
Annual income on $10K today (after 15% tax)
$471.48/yr
After 10yr DRIP, annual income (after tax)
$238.68/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 $1,060.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APAJF: 50%JEPI: 50%
100% JEPI50/50100% APAJF
Portfolio after 10yr
$27.1K
Annual income
$904.71/yr
Blended yield
3.33%
📊

Analyst Conviction Gap

Where Wall Street is split right now

APAJF
Analyst Ratings
1
Hold
Consensus: Hold
Price Target
$9.00
+31.4% upside vs current
Range: $9.00 — $9.00
Altman Z
1.2
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)

APAJF buys
0
JEPI buys
0
No recent congressional trades found for APAJF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPAJFJEPI
Forward yield5.55%8.40%
Annual dividend / share$0.38$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-8.8%0%
Portfolio after 10y$25.3K$29.0K
Annual income after 10y$280.80$1,528.62
Total dividends collected$3.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPAJF PortfolioAPAJF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,206$505.87$11,260$840.19$54.00JEPI
2$12,473$483.17$12,641$907.94$168.00JEPI
3$13,805$458.41$14,150$978.20$345.00JEPI
4$15,204$432.43$15,795$1,050.85$591.00JEPI
5$16,674$405.92$17,584$1,125.74$910.00JEPI
6$18,221$379.43$19,526$1,202.74$1.3KJEPI
7$19,849$353.40$21,628$1,281.69$1.8KJEPI
8$21,567$328.15$23,898$1,362.43$2.3KJEPI
9$23,381$303.89$26,347$1,444.79$3.0KJEPI
10$25,298$280.80$28,982$1,528.62$3.7KJEPI

APAJF vs JEPI: Complete Analysis 2026

APAJFStock

APA Group engages in energy infrastructure business in Australia. The company operates through three segments: Energy Infrastructure, Asset Management, and Energy Investments. It operates natural gas pipelines, electricity interconnectors, gas fired power generation stations, and solar farms and wind farms, as well as gas storage, processing, and compression facilities. The company has interests in approximately 15,000 kilometers of gas transmission pipelines; approximately 29,500 kilometers of gas mains and pipelines; and 1.4 million gas consumer connections. It also provides commercial, operating, and asset maintenance services to its energy investments and third parties; and invests in unlisted entities. The company was incorporated in 2007 and is headquartered in Sydney, Australia.

Full APAJF 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.