HomeCompareAVDWF vs JEPI

AVDWF vs JEPI: Dividend Comparison 2026

AVDWF yields 13.77% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.5K in total portfolio value· pulled ahead in Year 5
10 years
AVDWF
AVDWF
● Live price
13.77%
Share price
$0.53
Annual div
$0.07
5Y div CAGR
-33.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$29.88
Full AVDWF 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 — AVDWF vs JEPI

📍 JEPI pulled ahead of the other in Year 5

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 PeriodAVDWFJEPI
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, AVDWF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AVDWF
Annual income on $10K today (after 15% tax)
$1,170.75/yr
After 10yr DRIP, annual income (after tax)
$25.40/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 $1,273.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVDWF: 50%JEPI: 50%
100% JEPI50/50100% AVDWF
Portfolio after 10yr
$26.7K
Annual income
$779.25/yr
Blended yield
2.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVDWF buys
0
JEPI buys
0
No recent congressional trades found for AVDWF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVDWFJEPI
Forward yield13.77%8.40%
Annual dividend / share$0.07$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-33.3%0%
Portfolio after 10y$24.5K$29.0K
Annual income after 10y$29.88$1,528.62
Total dividends collected$3.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAVDWF PortfolioAVDWF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,619$918.70$11,260$840.19+$359.00AVDWF
2$13,097$665.38$12,641$907.94+$456.00AVDWF
3$14,482$467.56$14,150$978.20+$332.00AVDWF
4$15,818$322.27$15,795$1,050.85+$23.00AVDWF
5← crossover$17,144$219.43$17,584$1,125.74$440.00JEPI
6$18,493$148.25$19,526$1,202.74$1.0KJEPI
7$19,887$99.68$21,628$1,281.69$1.7KJEPI
8$21,346$66.82$23,898$1,362.43$2.6KJEPI
9$22,885$44.71$26,347$1,444.79$3.5KJEPI
10$24,517$29.88$28,982$1,528.62$4.5KJEPI

AVDWF vs JEPI: Complete Analysis 2026

AVDWFStock

Advent-AWI Holdings Inc., together with its subsidiaries, sells cellular and wireless products, services, and accessories in Canada. It operates through three segments: Wireless Business, Financing Business, and Digital Health Business. The Wireless Business segment offers wireless voice and data, high speed internet, digital cable television, home phone, smart home monitoring, and Rogers Bank Mastercard products. As of December 31, 2021, it had 4 stores, including 2 Rogers and 2 Fido stores in Ontario. The Financing Business segment provides personal and collateral loans across the Greater Vancouver and Greater Toronto Areas. The Digital Health Business segment offers digital health products and services, including handheld health scanners, which are wirelessly connected with cloud based artificial intelligence through channel customized software and mobile applications to monitor heart rate, blood pressure, blood oxygen saturation levels, respiratory lung analysis, body temperature, and body composition; and IT support services to consumers and health care providers in Hong Kong and Macau. The company was formerly known as Advent Wireless Inc. and changed its name to Advent-AWI Holdings Inc. in March 2017. Advent-AWI Holdings Inc. was incorporated in 1984 and is based in Vancouver, Canada.

Full AVDWF 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.