HomeCompareATHOF vs JEPI

ATHOF vs JEPI: Dividend Comparison 2026

ATHOF yields 26.99% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ATHOF wins by $82.1K in total portfolio value
10 years
ATHOF
ATHOF
● Live price
26.99%
Share price
$7.41
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$111.1K
Annual income
$13,403.42
Full ATHOF 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 — ATHOF vs JEPI

📍 ATHOF 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 PeriodATHOFJEPI
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, ATHOF + JEPI cover 0 of 12 monthsgood coverage

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

ATHOF
Annual income on $10K today (after 15% tax)
$2,294.20/yr
After 10yr DRIP, annual income (after tax)
$11,392.91/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, ATHOF beats the other by $10,093.58/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

ATHOF: 50%JEPI: 50%
100% JEPI50/50100% ATHOF
Portfolio after 10yr
$70.0K
Annual income
$7,466.02/yr
Blended yield
10.66%
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Analyst Conviction Gap

Where Wall Street is most bullish on ATHOF right now

ATHOF
Analyst Ratings
2
Buy
3
Hold
Consensus: Hold
Altman Z
5.8
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ATHOF buys
0
JEPI buys
0
No recent congressional trades found for ATHOF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricATHOFJEPI
Forward yield26.99%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$111.1K$29.0K
Annual income after 10y$13,403.42$1,528.62
Total dividends collected$72.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearATHOF PortfolioATHOF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,399$2,699.06$11,260$840.19+$2.1KATHOF
2$17,717$3,379.89$12,641$907.94+$5.1KATHOF
3$23,134$4,176.68$14,150$978.20+$9.0KATHOF
4$29,850$5,096.90$15,795$1,050.85+$14.1KATHOF
5$38,086$6,146.40$17,584$1,125.74+$20.5KATHOF
6$48,081$7,329.21$19,526$1,202.74+$28.6KATHOF
7$60,094$8,647.37$21,628$1,281.69+$38.5KATHOF
8$74,402$10,100.85$23,898$1,362.43+$50.5KATHOF
9$91,297$11,687.56$26,347$1,444.79+$65.0KATHOF
10$111,092$13,403.42$28,982$1,528.62+$82.1KATHOF

ATHOF vs JEPI: Complete Analysis 2026

ATHOFStock

Athabasca Oil Corporation engages in the exploration, development, and production of light and thermal oil resource plays in the Western Canadian Sedimentary Basin in Alberta, Canada. The company operates through Thermal Oil and Light Oil segments. Its principal properties are in the Greater Placid and Greater Kaybob areas near the Town of Fox Creek in northwestern Alberta; and the Leismer and Hangingstone projects located in the Athabasca region of northeastern Alberta. The company produces light and medium crude oil, tight oil, conventional natural gas, shale gas, and natural gas liquids; and bitumen from sand and carbonate rock formations. As of December 31, 2021, it held approximately 889,000 net acres of mineral resource leases, licenses, and permits, which include approximately 347,000 net acres of oil sands leases and permits, and approximately 337,000 net acres of petroleum and natural gas leases in the Athabasca region of northwestern Alberta; approximately 204,000 net acres of petroleum and natural gas leases in northwestern Alberta; and had an interest in approximately 254 gross wells of bitumen, crude oil, and natural gas. The company was formerly known as Athabasca Oil Sands Corp. and changed its name to Athabasca Oil Corporation in May 2012. Athabasca Oil Corporation was incorporated in 2006 and is headquartered in Calgary, Canada.

Full ATHOF 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.