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AUSDF vs JEPI: Dividend Comparison 2026

AUSDF yields 3.44% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AUSDF wins by $824.76M in total portfolio value
10 years
AUSDF
AUSDF
● Live price
3.44%
Share price
$1.46
Annual div
$0.05
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$824.79M
Annual income
$781,176,656.45
Full AUSDF 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 — AUSDF vs JEPI

📍 AUSDF 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 PeriodAUSDFJEPI
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, AUSDF + JEPI cover 0 of 12 monthsgood coverage

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

AUSDF
Annual income on $10K today (after 15% tax)
$292.50/yr
After 10yr DRIP, annual income (after tax)
$664,000,157.98/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, AUSDF beats the other by $663,998,858.66/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 AUSDF + JEPI for your $10,000?

AUSDF: 50%JEPI: 50%
100% JEPI50/50100% AUSDF
Portfolio after 10yr
$412.41M
Annual income
$390,589,092.54/yr
Blended yield
94.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AUSDF buys
0
JEPI buys
0
No recent congressional trades found for AUSDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAUSDFJEPI
Forward yield3.44%8.40%
Annual dividend / share$0.05$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$824.79M$29.0K
Annual income after 10y$781,176,656.45$1,528.62
Total dividends collected$821.61M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAUSDF PortfolioAUSDF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,388$688.23$11,260$840.19+$128.00AUSDF
2$13,650$1,465.00$12,641$907.94+$1.0KAUSDF
3$17,888$3,282.25$14,150$978.20+$3.7KAUSDF
4$27,180$8,039.69$15,795$1,050.85+$11.4KAUSDF
5$51,916$22,833.33$17,584$1,125.74+$34.3KAUSDF
6$137,071$81,520.41$19,526$1,202.74+$117.5KAUSDF
7$548,971$402,305.10$21,628$1,281.69+$527.3KAUSDF
8$3,599,064$3,011,665.77$23,898$1,362.43+$3.58MAUSDF
9$40,756,707$36,905,708.56$26,347$1,444.79+$40.73MAUSDF
10$824,786,333$781,176,656.45$28,982$1,528.62+$824.76MAUSDF

AUSDF vs JEPI: Complete Analysis 2026

AUSDFStock

Perenti Limited operates as a mining services company worldwide. The company offers mining services, including drilling and blasting, in-pit grade control, exploration drilling, and earthmoving services, as well as underground mining services. It also provides mining support services, such as equipment hire, equipment parts and sales, equipment supply, logistics services, and technology driven products and services. The company was formerly known as Perenti Global Limited and changed its name to Perenti Limited in October 2022. Perenti Limited was incorporated in 1986 and is headquartered in Perth, Australia.

Full AUSDF 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.