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APR vs JEPI: Dividend Comparison 2026

APR yields 5.33% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $574.00 in total portfolio value
10 years
APR
APR
● Live price
5.33%
Share price
$37.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.4K
Annual income
$749.87
Full APR 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 — APR 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 PeriodAPRJEPI
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, APR + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

APR
Annual income on $10K today (after 15% tax)
$453.33/yr
After 10yr DRIP, annual income (after tax)
$637.39/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 $661.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APR: 50%JEPI: 50%
100% JEPI50/50100% APR
Portfolio after 10yr
$28.7K
Annual income
$1,139.24/yr
Blended yield
3.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APR buys
0
JEPI buys
0
No recent congressional trades found for APR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPRJEPI
Forward yield5.33%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.4K$29.0K
Annual income after 10y$749.87$1,528.62
Total dividends collected$6.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPR PortfolioAPR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,233$533.33$11,260$840.19$27.00JEPI
2$12,580$559.92$12,641$907.94$61.00JEPI
3$14,046$586.00$14,150$978.20$104.00JEPI
4$15,641$611.51$15,795$1,050.85$154.00JEPI
5$17,372$636.39$17,584$1,125.74$212.00JEPI
6$19,249$660.59$19,526$1,202.74$277.00JEPI
7$21,280$684.07$21,628$1,281.69$348.00JEPI
8$23,477$706.79$23,898$1,362.43$421.00JEPI
9$25,849$728.73$26,347$1,444.79$498.00JEPI
10$28,408$749.87$28,982$1,528.62$574.00JEPI

APR vs JEPI: Complete Analysis 2026

APRStock

Apria, Inc. provides integrated home healthcare equipment and related services in the United States. The company offers home respiratory therapies, including the supply of stationary and portable home oxygen equipment, and non-invasive ventilators; obstructive sleep apnea therapy devices comprising continuous positive airway pressure and bi-level positive airway pressure devices, and patient support services; and negative pressure wound therapy products. It also provides a range of home medical equipment and other products, and services for patients with home care needs; and clinical and administrative support services, and related products and supplies to patients. Apria, Inc. was incorporated in 2018 and is headquartered in Indianapolis, Indiana. As of March 29, 2022, Apria, Inc. operates as a subsidiary of Byram Healthcare Centers, Inc.

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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.