HomeCompareCA vs JEPQ

CA vs JEPQ: Dividend Comparison 2026

CA yields 3.21% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.2K in total portfolio value
10 years
CA
CA
● Live price
3.21%
Share price
$24.78
Annual div
$0.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$394.17
Full CA calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — CA vs JEPQ

📍 JEPQ 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 PeriodCAJEPQ
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, CA + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CA
Annual income on $10K today (after 15% tax)
$272.55/yr
After 10yr DRIP, annual income (after tax)
$335.04/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,593.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CA + JEPQ for your $10,000?

CA: 50%JEPQ: 50%
100% JEPQ50/50100% CA
Portfolio after 10yr
$35.2K
Annual income
$1,331.67/yr
Blended yield
3.78%
📊

Analyst Conviction Gap

Where Wall Street is split right now

CA
Analyst Ratings
4
Hold
Consensus: Hold
Altman Z
2.9
Piotroski
7/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CA buys
0
JEPQ buys
0
No recent congressional trades found for CA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAJEPQ
Forward yield3.21%11.47%
Annual dividend / share$0.79$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$45.8K
Annual income after 10y$394.17$2,269.18
Total dividends collected$3.6K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: CA vs JEPQ ($10,000, DRIP)

YearCA PortfolioCA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,021$320.64$11,967$1,146.53$946.00JEPQ
2$12,122$330.25$14,216$1,268.02$2.1KJEPQ
3$13,310$339.50$16,774$1,392.20$3.5KJEPQ
4$14,591$348.39$19,667$1,518.21$5.1KJEPQ
5$15,969$356.91$22,925$1,645.21$7.0KJEPQ
6$17,452$365.07$26,578$1,772.40$9.1KJEPQ
7$19,046$372.87$30,656$1,899.04$11.6KJEPQ
8$20,760$380.31$35,194$2,024.45$14.4KJEPQ
9$22,600$387.41$40,228$2,148.01$17.6KJEPQ
10$24,576$394.17$45,796$2,269.18$21.2KJEPQ

CA vs JEPQ: Complete Analysis 2026

CAStock

Xtrackers California Municipal Bond ETF (the “fund”) seeks investment results that correspond generally to the performance, before fees and expenses, of the ICE AMT-Free Broad Liquid California Municipal Index (the “Underlying Index”).

Full CA Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.