HomeCompareAPXH vs JEPI

APXH vs JEPI: Dividend Comparison 2026

APXH yields 22.55% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APXH wins by $56.3K in total portfolio value
10 years
APXH
APXH
● Live price
22.55%
Share price
$8.87
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$85.3K
Annual income
$8,768.50
Full APXH 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 — APXH vs JEPI

📍 APXH 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 PeriodAPXHJEPI
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, APXH + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

APXH
Annual income on $10K today (after 15% tax)
$1,916.57/yr
After 10yr DRIP, annual income (after tax)
$7,453.22/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, APXH beats the other by $6,153.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APXH: 50%JEPI: 50%
100% JEPI50/50100% APXH
Portfolio after 10yr
$57.1K
Annual income
$5,148.56/yr
Blended yield
9.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APXH buys
0
JEPI buys
0
No recent congressional trades found for APXH or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPXHJEPI
Forward yield22.55%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$85.3K$29.0K
Annual income after 10y$8,768.50$1,528.62
Total dividends collected$51.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPXH PortfolioAPXH Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,955$2,254.79$11,260$840.19+$1.7KAPXH
2$16,592$2,729.94$12,641$907.94+$4.0KAPXH
3$21,021$3,267.58$14,150$978.20+$6.9KAPXH
4$26,361$3,869.00$15,795$1,050.85+$10.6KAPXH
5$32,741$4,534.54$17,584$1,125.74+$15.2KAPXH
6$40,296$5,263.53$19,526$1,202.74+$20.8KAPXH
7$49,171$6,054.35$21,628$1,281.69+$27.5KAPXH
8$59,518$6,904.49$23,898$1,362.43+$35.6KAPXH
9$71,495$7,810.57$26,347$1,444.79+$45.1KAPXH
10$85,268$8,768.50$28,982$1,528.62+$56.3KAPXH

APXH vs JEPI: Complete Analysis 2026

APXHStock

APXH is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in APXH shares.

Full APXH 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.