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APMSF vs JEPI: Dividend Comparison 2026

APMSF yields 5.23% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 APMSF wins by $11.8K in total portfolio value
10 years
APMSF
APMSF
● Live price
5.23%
Share price
$44.70
Annual div
$2.34
5Y div CAGR
14.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.1K
Annual income
$3,776.82
Full APMSF 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 — APMSF vs JEPI

📍 APMSF 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 PeriodAPMSFJEPI
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, APMSF + JEPI cover 0 of 12 monthsgood coverage

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

APMSF
Annual income on $10K today (after 15% tax)
$444.61/yr
After 10yr DRIP, annual income (after tax)
$3,210.30/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, APMSF beats the other by $1,872.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APMSF: 50%JEPI: 50%
100% JEPI50/50100% APMSF
Portfolio after 10yr
$35.2K
Annual income
$2,675.24/yr
Blended yield
7.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APMSF buys
0
JEPI buys
0
No recent congressional trades found for APMSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPMSFJEPI
Forward yield5.23%8.56%
Annual dividend / share$2.34$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR14.3%0%
Portfolio after 10y$41.1K$29.3K
Annual income after 10y$3,776.82$1,573.67
Total dividends collected$17.3K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPMSF PortfolioAPMSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,298$597.87$11,276$855.74+$22.00APMSF
2$12,810$721.54$12,675$926.02+$135.00APMSF
3$14,581$873.95$14,207$999.01+$374.00APMSF
4$16,664$1,062.62$15,878$1,074.57+$786.00APMSF
5$19,128$1,297.29$17,697$1,152.57+$1.4KAPMSF
6$22,058$1,590.69$19,674$1,232.87+$2.4KAPMSF
7$25,561$1,959.46$21,815$1,315.29+$3.7KAPMSF
8$29,776$2,425.61$24,131$1,399.68+$5.6KAPMSF
9$34,879$3,018.35$26,630$1,485.86+$8.2KAPMSF
10$41,097$3,776.82$29,323$1,573.67+$11.8KAPMSF

APMSF vs JEPI: Complete Analysis 2026

APMSFStock

Aperam S.A., together with its subsidiaries, engages in the production and sale of stainless and specialty steel products worldwide. It operates through three segments: Stainless & Electrical Steel; Services & Solutions; and Alloys & Specialties. The company offers range of stainless steel products, including grain oriented and non-grain oriented electrical steel products, and specialty alloys. It is also involved in the distribution of its products; and the provision of transformation services that include value added and customized steel solutions. In addition, the company designs, produces, and transforms various specialty alloys and other specific stainless steels in forms, such as bars, semis, cold-rolled strips, wire and wire rods, and plates in a range on grades. It serves customers in aerospace, automotive, catering, construction, household appliances, electrical engineering, industrial processes, medical, and oil and gas industries. The company distributes its products through a network of service centers, transformation facilities, and sales offices. Aperam S.A. was incorporated in 2010 and is headquartered in Luxembourg City, Luxembourg.

Full APMSF 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.