HomeCompareJPAVF vs JEPI

JPAVF vs JEPI: Dividend Comparison 2026

JPAVF yields 2.85% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JPAVF wins by $166.8K in total portfolio value· pulled ahead in Year 3
10 years
JPAVF
JPAVF
● Live price
2.85%
Share price
$14.10
Annual div
$0.40
5Y div CAGR
49.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$195.8K
Annual income
$88,807.96
Full JPAVF 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 — JPAVF vs JEPI

📍 JPAVF pulled ahead of the other in Year 3

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 PeriodJPAVFJEPI
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, JPAVF + JEPI cover 0 of 12 monthsgood coverage

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

JPAVF
Annual income on $10K today (after 15% tax)
$242.32/yr
After 10yr DRIP, annual income (after tax)
$75,486.77/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, JPAVF beats the other by $74,187.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPAVF: 50%JEPI: 50%
100% JEPI50/50100% JPAVF
Portfolio after 10yr
$112.4K
Annual income
$45,168.29/yr
Blended yield
40.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPAVF buys
0
JEPI buys
0
No recent congressional trades found for JPAVF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPAVFJEPI
Forward yield2.85%8.40%
Annual dividend / share$0.40$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR49.9%0%
Portfolio after 10y$195.8K$29.0K
Annual income after 10y$88,807.96$1,528.62
Total dividends collected$164.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJPAVF PortfolioJPAVF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,127$427.34$11,260$840.19$133.00JEPI
2$12,572$666.17$12,641$907.94$69.00JEPI
3← crossover$14,507$1,054.46$14,150$978.20+$357.00JPAVF
4$17,227$1,704.54$15,795$1,050.85+$1.4KJPAVF
5$21,269$2,835.68$17,584$1,125.74+$3.7KJPAVF
6$27,662$4,904.60$19,526$1,202.74+$8.1KJPAVF
7$38,535$8,936.47$21,628$1,281.69+$16.9KJPAVF
8$58,672$17,440.29$23,898$1,362.43+$34.8KJPAVF
9$99,980$37,200.89$26,347$1,444.79+$73.6KJPAVF
10$195,787$88,807.96$28,982$1,528.62+$166.8KJPAVF

JPAVF vs JEPI: Complete Analysis 2026

JPAVFStock

Japan Aviation Electronics Industry, Limited designs, manufactures, and sells connectors, user interface solutions, and aerospace and related electronics in Japan. The company offers input/output, board-to-board, board-to-FPC/FFC, board-to-cable, circular, rectangular, fiber optic, coaxial, cable-to-cable, memory card, memory module, high current connector, charging and discharging plug, and tool connectors; and USB, HDMI, thunderbolt, mini card, M.2 (NGFF), MXM3.0, DDR3 SODIMM, SIM card, microSD card, CompactFlash, coaxial, fiber optic, and active optical cable standard connectors. It also provides user interface solutions, such as capacitive touch panels and overlays, panel switches, teaching pendants, medical device panels, and touch panel monitors. In addition, the company offers motion sensor solutions, such as accelerometers, magnetometers, directional modules, inclinometer packages, coil for linear motor, ring lase and fiber gyro, resolver, and inertial measurement units for the aerospace, automobile mobility, railway, construction agricultural equipment, semiconductor, energy, ocean, civil engineering, and camera stabilization sectors. Its products are used in various applications, such as mobile devices, PC/digital consumer electronics/LED lighting products, infrastructure products, factory automation/robots, automotive/electrical vehicles, railway products, and medical systems. Japan Aviation Electronics Industry, Limited was incorporated in 1950 and is headquartered in Tokyo, Japan.

Full JPAVF 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.