HomeCompareASGTF vs JEPI

ASGTF vs JEPI: Dividend Comparison 2026

ASGTF yields 1.30% · JEPI yields 7.21%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.7K in total portfolio value
10 years
ASGTF
ASGTF
● Live price
1.30%
Share price
$33.24
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.5K
Annual income
$141.13
Full ASGTF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
7.21%
Share price
$55.20
Annual div
$3.98
5Y div CAGR
2.1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$1,567.15
Full JEPI calculator →

Portfolio growth — ASGTF 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 PeriodASGTFJEPI
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, ASGTF + JEPI cover 8 of 12 monthsgood coverage

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

ASGTF
Annual income on $10K today (after 15% tax)
$110.28/yr
After 10yr DRIP, annual income (after tax)
$119.96/yr
JEPI
Annual income on $10K today (after 15% tax)
$612.86/yr
After 10yr DRIP, annual income (after tax)
$1,332.08/yr
At 15% tax rate, JEPI beats the other by $1,212.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ASGTF: 50%JEPI: 50%
100% JEPI50/50100% ASGTF
Portfolio after 10yr
$24.9K
Annual income
$854.14/yr
Blended yield
3.43%
📊

Analyst Conviction Gap

Where Wall Street is split right now

ASGTF
Analyst Ratings
5
Hold
Consensus: Hold
Altman Z
2.1
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)

ASGTF buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricASGTFJEPI
Forward yield1.30%7.21%
Annual dividend / share$0.43$3.98
Payout ratio50%72%
1-year div growth0%-3.2%
5-year div CAGR0%2.1%
Portfolio after 10y$21.5K$28.2K
Annual income after 10y$141.13$1,567.15
Total dividends collected$1.4K$11.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearASGTF PortfolioASGTF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,830$129.75$11,156$736.16$326.00JEPI
2$11,719$131.32$12,429$804.72$710.00JEPI
3$12,672$132.81$13,830$878.49$1.2KJEPI
4$13,694$134.21$15,369$957.78$1.7KJEPI
5$14,788$135.54$17,057$1,042.88$2.3KJEPI
6$15,960$136.80$18,907$1,134.13$2.9KJEPI
7$17,215$137.98$20,933$1,231.83$3.7KJEPI
8$18,559$139.09$23,149$1,336.34$4.6KJEPI
9$19,998$140.14$25,569$1,447.99$5.6KJEPI
10$21,539$141.13$28,210$1,567.15$6.7KJEPI

ASGTF vs JEPI: Complete Analysis 2026

ASGTFStock

Altus Group Limited provides software, data solutions, and independent advisory services to the commercial real estate industry in Canada, the United States, Europe, and the Asia Pacific. It operates through Altus Analytics and Commercial Real Estate Consulting (CRE Consulting) segments. The Altus Analytics segment offers ARGUS Enterprise, a commercial property valuation and asset management software; ARGUS Taliance, a real estate fund and alternative investment management software; ARGUS EstateMaster, a property development feasibility and management software; and ARGUS Developer, a real estate development pro forma and management software solution; ARGUS Voyanta, a powerful data aggregation, validation, and reporting software solution; ARGUS Acquire, a real estate acquisition deals and pipeline management software; and ARGUS ValueInsight, a commercial real estate valuation software. This segment also offers data subscription products that provide real estate information on the residential, office, industrial, and investment markets; and advisory and managed services. This segment serves equity and debt investors, valuers and appraisers, brokers, developers, banks, and public entities. The CRE Consulting segment offers real estate property tax services, including assessment reviews, management, and appeals, as well as personal property, and state and local tax advisory services; valuation services, such as appraisals of real estate portfolios, valuation of properties, due diligence, litigation, and economic consulting services; and construction feasibility study, budgeting, cost and loan monitoring, and project management services to owner operators, developers, financial institutions, and CRE asset holders and investors. The company was founded in 2005 and is headquartered in Toronto, Canada.

Full ASGTF Calculator →

JEPIETF

JEPI is an actively managed ETF delivering high monthly income via covered calls on S&P 500 stocks. It consistently yields 6–9% annually, making it one of the highest-income ETFs available. Popular with retirees seeking monthly cash flow without selling shares. Launched in 2020, it rapidly became one of the largest active ETFs with $35B+ AUM.

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.