Is APLO or JEPI a better dividend investment in 2026?

APLO currently yields 4.18% with a 5% 5-year dividend growth rate. JEPI yields 8.40% with 2.1% growth. The better choice depends on your goal: JEPI offers higher current income.

What is the dividend yield difference between APLO and JEPI?

APLO has a forward dividend yield of 4.18% ($2.30/share annually). JEPI yields 8.40% ($4.76/share annually). The yield gap is 4.22 percentage points.

Home › Compare › APLO vs JEPI

APLO vs JEPI: Dividend Comparison 2026

APLO yields 4.18% · JEPI yields 8.40%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 APLO wins by $2.3K in total portfolio value· pulled ahead in Year 6

INVESTMENT

TIME HORIZON10 years

APLO

● Live price

4.18%

Share price

$55.00

Annual div

$2.30

5Y div CAGR

9.4%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.2K

Annual income

$1,549.88

Full APLO calculator →

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.40%

Share price

$56.68

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$1,528.62

Full JEPI calculator →

Portfolio growth — APLO vs JEPI

📍 APLO pulled ahead of the other in Year 6

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 Period	APLO	JEPI
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, APLO + JEPI cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

APLO 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.

APLO

Annual income on $10K today (after 15% tax)

$355.45/yr

After 10yr DRIP, annual income (after tax)

$1,317.40/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, APLO beats the other by $18.07/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

APLO: 50%JEPI: 50%

100% JEPI50/50100% APLO

Portfolio after 10yr

$30.1K

Annual income

$1,539.25/yr

Blended yield

5.11%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APLO buys

JEPI buys

No recent congressional trades found for APLO or JEPI in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAPLOJEPI

Forward yield	4.18%	8.40% ✓
Annual dividend / share	$2.30	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	9.4% ✓	0%
Portfolio after 10y	$31.2K ✓	$29.0K
Annual income after 10y	$1,549.88 ✓	$1,528.62
Total dividends collected	$9.0K	$11.7K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	APLO Portfolio	APLO Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1	$11,157	$457.49	$11,260	$840.19	$103.00 → JEPI
2	$12,460	$521.89	$12,641	$907.94	$181.00 → JEPI
3	$13,929	$595.91	$14,150	$978.20	$221.00 → JEPI
4	$15,585	$681.07	$15,795	$1,050.85	$210.00 → JEPI
5	$17,455	$779.13	$17,584	$1,125.74	$129.00 → JEPI
6← crossover	$19,569	$892.20	$19,526	$1,202.74	+$43.00 → APLO
7	$21,961	$1,022.69	$21,628	$1,281.69	+$333.00 → APLO
8	$24,672	$1,173.47	$23,898	$1,362.43	+$774.00 → APLO
9	$27,747	$1,347.89	$26,347	$1,444.79	+$1.4K → APLO
10	$31,239	$1,549.88	$28,982	$1,528.62	+$2.3K → APLO

APLO vs JEPI: Complete Analysis 2026

APLO — Stock

Apollo Bancorp, Inc. operates as the bank holding company for Apollo Trust Company that provides banking products and services in Pennsylvania. It accepts business, consumer checking, consumer savings, money market deposits, holiday clubs, as well as certificates of deposit, individual retirement accounts, and FDIC insurance. The company also offers mortgages, home equity loans, auto and personal loans, and construction and lot loans; and commercial loans, commercial credit lines, and commercial real estate loans. In addition, it provides direct deposit, overdraft privilege, debit card, online banking, bill pay, phone and mobile banking, e- statements, Popmoney, safe deposit box, financial calculators, and merchant services. The company also offers wealth management services, including investment, brokerage, retirement planning, estate planning, and trust services. As of March 16, 2022, it operated six banking locations in the Alle-Kiski Valley, and a loan office in Pittsburgh. Apollo Bancorp, Inc. was founded in 1871 and is based in Apollo, Pennsylvania.

Full APLO Calculator →

JEPI — ETF

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.