HomeCompareCABHF vs JEPI

CABHF vs JEPI: Dividend Comparison 2026

CABHF yields 2.19% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CABHF wins by $2.4K in total portfolio value· pulled ahead in Year 9
10 years
CABHF
CABHF
● Live price
2.19%
Share price
$149.10
Annual div
$3.26
5Y div CAGR
21.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.4K
Annual income
$2,339.59
Full CABHF 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 — CABHF vs JEPI

📍 CABHF pulled ahead of the other in Year 9

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 PeriodCABHFJEPI
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, CABHF + JEPI cover 0 of 12 monthsgood coverage

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

CABHF
Annual income on $10K today (after 15% tax)
$185.86/yr
After 10yr DRIP, annual income (after tax)
$1,988.65/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, CABHF beats the other by $689.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CABHF: 50%JEPI: 50%
100% JEPI50/50100% CABHF
Portfolio after 10yr
$30.2K
Annual income
$1,934.10/yr
Blended yield
6.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CABHF buys
0
JEPI buys
0
No recent congressional trades found for CABHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCABHFJEPI
Forward yield2.19%8.40%
Annual dividend / share$3.26$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR21.9%0%
Portfolio after 10y$31.4K$29.0K
Annual income after 10y$2,339.59$1,528.62
Total dividends collected$9.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCABHF PortfolioCABHF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,967$266.54$11,260$840.19$293.00JEPI
2$12,067$333.01$12,641$907.94$574.00JEPI
3$13,329$417.46$14,150$978.20$821.00JEPI
4$14,788$525.34$15,795$1,050.85$1.0KJEPI
5$16,487$663.97$17,584$1,125.74$1.1KJEPI
6$18,484$843.35$19,526$1,202.74$1.0KJEPI
7$20,855$1,077.19$21,628$1,281.69$773.00JEPI
8$23,700$1,384.60$23,898$1,362.43$198.00JEPI
9← crossover$27,151$1,792.56$26,347$1,444.79+$804.00CABHF
10$31,392$2,339.59$28,982$1,528.62+$2.4KCABHF

CABHF vs JEPI: Complete Analysis 2026

CABHFStock

Carlsberg A/S produces and sells beer and other beverage products in Denmark. It offers core, and craft and specialty beers; and alcohol-free brews. The company provides its products primarily under the Carlsberg, Tuborg, Feldschlösschen, Baltika, Chongqing, 1664 Blanc, Grimbergen, Ringnes, and Somersby brand names. Carlsberg A/S also exports its products to approximately 100 countries worldwide. The company was founded in 1847 and is headquartered in Copenhagen, Denmark.

Full CABHF 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.