HomeCompareAUKUF vs JEPI

AUKUF vs JEPI: Dividend Comparison 2026

AUKUF yields 17.62% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.1K in total portfolio value· pulled ahead in Year 3
10 years
AUKUF
AUKUF
● Live price
17.62%
Share price
$11.35
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$2.00
Full AUKUF 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 — AUKUF vs JEPI

📍 JEPI pulled ahead of the other in Year 3

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 PeriodAUKUFJEPI
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, AUKUF + JEPI cover 0 of 12 monthsgood coverage

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

AUKUF
Annual income on $10K today (after 15% tax)
$1,497.80/yr
After 10yr DRIP, annual income (after tax)
$1.70/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 $1,297.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AUKUF: 50%JEPI: 50%
100% JEPI50/50100% AUKUF
Portfolio after 10yr
$25.9K
Annual income
$765.31/yr
Blended yield
2.95%
📊

Analyst Conviction Gap

Where Wall Street is split right now

AUKUF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
0.4
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)

AUKUF buys
0
JEPI buys
0
No recent congressional trades found for AUKUF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAUKUFJEPI
Forward yield17.62%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$22.9K$29.0K
Annual income after 10y$2.00$1,528.62
Total dividends collected$1.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAUKUF PortfolioAUKUF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,581$881.06$11,260$840.19+$321.00AUKUF
2$12,869$476.80$12,641$907.94+$228.00AUKUF
3← crossover$14,017$247.57$14,150$978.20$133.00JEPI
4$15,124$126.01$15,795$1,050.85$671.00JEPI
5$16,246$63.54$17,584$1,125.74$1.3KJEPI
6$17,415$31.89$19,526$1,202.74$2.1KJEPI
7$18,651$15.98$21,628$1,281.69$3.0KJEPI
8$19,964$7.99$23,898$1,362.43$3.9KJEPI
9$21,366$4.00$26,347$1,444.79$5.0KJEPI
10$22,863$2.00$28,982$1,528.62$6.1KJEPI

AUKUF vs JEPI: Complete Analysis 2026

AUKUFStock

ams-OSRAM AG designs, manufactures, and sells LED and optical sensor solutions in Europe, the Middle East, Africa, the Americas, and the Asia/Pacific. The company operates through Semiconductor and Lamps & Systems segments. The Semiconductor segment offers semiconductor-based products and solutions, such as LEDs, lasers, and optical and image sensors for automotive, consumer, and industrial end markets. The Lamps & Systems segment provides lamps and lighting systems, such as spectral sensing, ambient and smart lighting, horticulture lighting, time-of-flight, presence detection, near-infrared, human-centric lighting, outdoor and indoor lighting solutions for automotive, industrial, and medical end markets. The company was formerly known as ams AG and changed its name to ams-OSRAM AG in January 2022. ams-OSRAM AG was founded in 1981 and is headquartered in Premstätten, Austria.

Full AUKUF 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.