HomeCompareAPYRF vs JEPI

APYRF vs JEPI: Dividend Comparison 2026

APYRF yields 7.98% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 APYRF wins by $5.3K in total portfolio value
10 years
APYRF
APYRF
● Live price
7.98%
Share price
$6.52
Annual div
$0.52
5Y div CAGR
0.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.3K
Annual income
$1,387.54
Full APYRF 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 — APYRF vs JEPI

📍 APYRF 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 PeriodAPYRFJEPI
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, APYRF + JEPI cover 0 of 12 monthsgood coverage

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

APYRF
Annual income on $10K today (after 15% tax)
$677.91/yr
After 10yr DRIP, annual income (after tax)
$1,179.41/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 $119.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APYRF: 50%JEPI: 50%
100% JEPI50/50100% APYRF
Portfolio after 10yr
$31.6K
Annual income
$1,458.08/yr
Blended yield
4.61%
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Analyst Conviction Gap

Where Wall Street is most bullish on APYRF right now

APYRF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
-0.3
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APYRF buys
0
JEPI buys
0
No recent congressional trades found for APYRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPYRFJEPI
Forward yield7.98%8.40%
Annual dividend / share$0.52$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0.4%0%
Portfolio after 10y$34.3K$29.0K
Annual income after 10y$1,387.54$1,528.62
Total dividends collected$10.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPYRF PortfolioAPYRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,501$800.74$11,260$840.19+$241.00APYRF
2$13,170$864.10$12,641$907.94+$529.00APYRF
3$15,020$928.48$14,150$978.20+$870.00APYRF
4$17,065$993.61$15,795$1,050.85+$1.3KAPYRF
5$19,319$1,059.26$17,584$1,125.74+$1.7KAPYRF
6$21,797$1,125.19$19,526$1,202.74+$2.3KAPYRF
7$24,514$1,191.18$21,628$1,281.69+$2.9KAPYRF
8$27,487$1,257.03$23,898$1,362.43+$3.6KAPYRF
9$30,733$1,322.54$26,347$1,444.79+$4.4KAPYRF
10$34,272$1,387.54$28,982$1,528.62+$5.3KAPYRF

APYRF vs JEPI: Complete Analysis 2026

APYRFStock

Allied is a leading owner, manager and developer of (i) distinctive urban workspace in Canada's major cities and (ii) network-dense urban data centres in Toronto that form Canada's hub for global connectivity. Allied's business is providing knowledge-based organizations with distinctive urban environments for creativity and connectivity.

Full APYRF 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.