HomeCompareAVTXF vs JEPI

AVTXF vs JEPI: Dividend Comparison 2026

AVTXF yields 26.14% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AVTXF wins by $76.7K in total portfolio value
10 years
AVTXF
AVTXF
● Live price
26.14%
Share price
$7.65
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$105.7K
Annual income
$12,398.23
Full AVTXF 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 — AVTXF vs JEPI

📍 AVTXF 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 PeriodAVTXFJEPI
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, AVTXF + JEPI cover 0 of 12 monthsgood coverage

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

AVTXF
Annual income on $10K today (after 15% tax)
$2,222.22/yr
After 10yr DRIP, annual income (after tax)
$10,538.50/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, AVTXF beats the other by $9,239.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVTXF: 50%JEPI: 50%
100% JEPI50/50100% AVTXF
Portfolio after 10yr
$67.3K
Annual income
$6,963.43/yr
Blended yield
10.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVTXF buys
0
JEPI buys
0
No recent congressional trades found for AVTXF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVTXFJEPI
Forward yield26.14%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$105.7K$29.0K
Annual income after 10y$12,398.23$1,528.62
Total dividends collected$68.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAVTXF PortfolioAVTXF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,314$2,614.38$11,260$840.19+$2.1KAVTXF
2$17,500$3,253.16$12,641$907.94+$4.9KAVTXF
3$22,721$3,996.02$14,150$978.20+$8.6KAVTXF
4$29,160$4,848.82$15,795$1,050.85+$13.4KAVTXF
5$37,017$5,815.91$17,584$1,125.74+$19.4KAVTXF
6$46,508$6,900.01$19,526$1,202.74+$27.0KAVTXF
7$57,866$8,102.04$21,628$1,281.69+$36.2KAVTXF
8$71,337$9,421.13$23,898$1,362.43+$47.4KAVTXF
9$87,186$10,854.65$26,347$1,444.79+$60.8KAVTXF
10$105,687$12,398.23$28,982$1,528.62+$76.7KAVTXF

AVTXF vs JEPI: Complete Analysis 2026

AVTXFStock

Avantium N.V., a chemical technology company, develops and commercializes renewable chemistry solutions in the Netherlands. The company operates through three segments: Avantium Catalysis, Avantium Renewable Chemistries, and Avantium Renewable Polymers. It offers furandicarboxylic acid, a building block for polyethylene furanoate (PEF); and PEF, a plant-based recyclable plastic for use as packaging material. The company also provides catalyst testing systems, including Flowrence that provides catalyst testing and adsorbents. In addition, the company R&D system, services, and refinery catalyst testing services. Further, it develops ray technology to produce mono-ethylene glycol from industrial sugars; and dawn technology which converts non-food plant-based feedstock to industrial sugars and lignin. Additionally, the company produces polyesters using plantMEG. Avantium N.V. was founded in 2000 and is headquartered in Amsterdam, the Netherlands.

Full AVTXF 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.