HomeCompareAVPTW vs JEPI

AVPTW vs JEPI: Dividend Comparison 2026

AVPTW yields 38.83% · JEPI yields 8.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AVPTW wins by $188.5K in total portfolio value
10 years
AVPTW
AVPTW
● Live price
38.83%
Share price
$5.15
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$217.6K
Annual income
$35,869.49
Full AVPTW calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.44%
Share price
$56.41
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$1,540.19
Full JEPI calculator →

Portfolio growth — AVPTW vs JEPI

📍 AVPTW 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 PeriodAVPTWJEPI
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, AVPTW + JEPI cover 0 of 12 monthsgood coverage

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

AVPTW
Annual income on $10K today (after 15% tax)
$3,300.97/yr
After 10yr DRIP, annual income (after tax)
$30,489.07/yr
JEPI
Annual income on $10K today (after 15% tax)
$717.58/yr
After 10yr DRIP, annual income (after tax)
$1,309.16/yr
At 15% tax rate, AVPTW beats the other by $29,179.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVPTW: 50%JEPI: 50%
100% JEPI50/50100% AVPTW
Portfolio after 10yr
$123.3K
Annual income
$18,704.85/yr
Blended yield
15.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVPTW 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 →
MetricAVPTWJEPI
Forward yield38.83%8.44%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$217.6K$29.1K
Annual income after 10y$35,869.49$1,540.19
Total dividends collected$162.2K$11.8K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAVPTW PortfolioAVPTW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$14,583$3,883.50$11,264$844.22+$3.3KAVPTW
2$20,897$5,292.98$12,650$912.61+$8.2KAVPTW
3$29,448$7,088.36$14,165$983.57+$15.3KAVPTW
4$40,845$9,335.44$15,817$1,056.96+$25.0KAVPTW
5$55,806$12,101.25$17,614$1,132.66+$38.2KAVPTW
6$75,164$15,451.93$19,564$1,210.50+$55.6KAVPTW
7$99,876$19,450.49$21,676$1,290.34+$78.2KAVPTW
8$131,022$24,154.48$23,958$1,372.01+$107.1KAVPTW
9$169,807$29,613.95$26,420$1,455.35+$143.4KAVPTW
10$217,563$35,869.49$29,070$1,540.19+$188.5KAVPTW

AVPTW vs JEPI: Complete Analysis 2026

AVPTWStock

AvePoint, Inc. provides cloud-native data management software platform in North America, Europe, Middle East, Africa, and Asia Pacific. It also offers software-as-a-service solutions and productivity applications. The company offers modularity and cloud services architecture to address critical challenges and the management of data to organizations that leverage third-party cloud vendors, including Microsoft, Salesforce, Google, AWS, Box, DropBox, and others; license and support; and maintenance services. AvePoint, Inc. was incorporated in 2001 and is headquartered in Jersey City, New Jersey.

Full AVPTW 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.