HomeCompareAUUMF vs JEPI

AUUMF vs JEPI: Dividend Comparison 2026

AUUMF yields 1.79% · JEPI yields 8.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $7.1K in total portfolio value
10 years
AUUMF
AUUMF
● Live price
1.79%
Share price
$14.42
Annual div
$0.26
5Y div CAGR
-2.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$158.84
Full AUUMF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.47%
Share price
$56.22
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$1,548.66
Full JEPI calculator →

Portfolio growth — AUUMF 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 PeriodAUUMFJEPI
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, AUUMF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AUUMF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AUUMF
Annual income on $10K today (after 15% tax)
$151.89/yr
After 10yr DRIP, annual income (after tax)
$135.01/yr
JEPI
Annual income on $10K today (after 15% tax)
$720.07/yr
After 10yr DRIP, annual income (after tax)
$1,316.36/yr
At 15% tax rate, JEPI beats the other by $1,181.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AUUMF: 50%JEPI: 50%
100% JEPI50/50100% AUUMF
Portfolio after 10yr
$25.6K
Annual income
$853.75/yr
Blended yield
3.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AUUMF 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 →
MetricAUUMFJEPI
Forward yield1.79%8.47%
Annual dividend / share$0.26$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-2.2%0%
Portfolio after 10y$22.0K$29.1K
Annual income after 10y$158.84$1,548.66
Total dividends collected$1.7K$11.9K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAUUMF PortfolioAUUMF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,875$174.76$11,267$847.14$392.00JEPI
2$11,810$173.70$12,656$916.02$846.00JEPI
3$12,809$172.42$14,175$987.49$1.4KJEPI
4$13,876$170.93$15,832$1,061.43$2.0KJEPI
5$15,017$169.25$17,635$1,137.70$2.6KJEPI
6$16,236$167.41$19,592$1,216.16$3.4KJEPI
7$17,537$165.44$21,711$1,296.65$4.2KJEPI
8$18,928$163.34$24,002$1,379.01$5.1KJEPI
9$20,415$161.14$26,473$1,463.07$6.1KJEPI
10$22,002$158.84$29,134$1,548.66$7.1KJEPI

AUUMF vs JEPI: Complete Analysis 2026

AUUMFStock

Aumann AG manufactures and sells specialized machines and production lines for components of electric and classic drive chain systems in the United States, Canada, Mexico, Europe, China, and internationally. It operates through E-Mobility and Classic segments. The E-Mobility segment manufactures and sells specialized machines and automated production lines for the automotive industry; e-traction engines, power-on-demand units, and electronic components; and energy storage and conversion systems, such as batteries and fuel cells. The Classic segment provides specialized machinery and automated production lines for the automotive, consumer electronics, appliances, and other industries. Its solutions include systems to produce drive components, including built camshafts, camshaft modules, and cylinder deactivation modules; and lightweight components that reduce CO2 emissions from combustion engine vehicles. This segment also offers automated manufacturing and assembly solutions. The company was founded in 1936 and is headquartered in Beelen, Germany.

Full AUUMF 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.