HomeCompareAWAEF vs JEPI

AWAEF vs JEPI: Dividend Comparison 2026

AWAEF yields 7.05% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AWAEF wins by $30.1K in total portfolio value
10 years
AWAEF
AWAEF
● Live price
7.05%
Share price
$0.12
Annual div
$0.01
5Y div CAGR
16.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.0K
Annual income
$8,423.95
Full AWAEF 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 — AWAEF vs JEPI

📍 AWAEF 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 PeriodAWAEFJEPI
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, AWAEF + JEPI cover 0 of 12 monthsgood coverage

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

AWAEF
Annual income on $10K today (after 15% tax)
$599.10/yr
After 10yr DRIP, annual income (after tax)
$7,160.36/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, AWAEF beats the other by $5,861.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AWAEF: 50%JEPI: 50%
100% JEPI50/50100% AWAEF
Portfolio after 10yr
$44.0K
Annual income
$4,976.29/yr
Blended yield
11.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AWAEF buys
0
JEPI buys
0
No recent congressional trades found for AWAEF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAWAEFJEPI
Forward yield7.05%8.40%
Annual dividend / share$0.01$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR16.6%0%
Portfolio after 10y$59.0K$29.0K
Annual income after 10y$8,423.95$1,528.62
Total dividends collected$32.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAWAEF PortfolioAWAEF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,522$821.83$11,260$840.19+$262.00AWAEF
2$13,360$1,031.85$12,641$907.94+$719.00AWAEF
3$15,599$1,303.83$14,150$978.20+$1.4KAWAEF
4$18,350$1,658.93$15,795$1,050.85+$2.6KAWAEF
5$21,761$2,126.56$17,584$1,125.74+$4.2KAWAEF
6$26,033$2,748.13$19,526$1,202.74+$6.5KAWAEF
7$31,437$3,582.50$21,628$1,281.69+$9.8KAWAEF
8$38,352$4,714.44$23,898$1,362.43+$14.5KAWAEF
9$47,305$6,267.45$26,347$1,444.79+$21.0KAWAEF
10$59,040$8,423.95$28,982$1,528.62+$30.1KAWAEF

AWAEF vs JEPI: Complete Analysis 2026

AWAEFStock

SIIC Environment Holdings Ltd., an investment holding company, engages in the wastewater treatment, water supply, sludge treatment, solid waste incineration, and other environment related businesses primarily in the People's Republic of China. It operates through three segments: Water and Sludge Treatment; Water Supply; and Waste Incineration. The Water and Sludge Treatment segment constructs, manages, and operates water and sludge related infrastructure under service concession arrangements; and manages and operates water and sludge related infrastructure under non-service concession arrangements, as well as provides financial income under service concession arrangements. The Water Supply segment engages in the construction, management, and operation of water supply related infrastructure under service concession arrangements. The Waste Incineration segment constructs, manages, and operates waste incineration related infrastructure under service concession arrangements. The company has a portfolio of approximately 250 water treatment and supply projects, 8 waste incineration projects, and 13 sludge treatment projects in 19 municipalities and provinces in China. It also provides management and consultancy services; treats and supplies potable water; and installs water meters. The company was formerly known as Asia Water Technology Ltd. and changed its name to SIIC Environment Holdings Ltd. in November 2012. SIIC Environment Holdings Ltd. was incorporated in 2002 and is headquartered in Singapore.

Full AWAEF 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.