HomeCompareCABJF vs JEPI

CABJF vs JEPI: Dividend Comparison 2026

CABJF yields 2.78% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CABJF wins by $14.0K in total portfolio value· pulled ahead in Year 5
10 years
CABJF
CABJF
● Live price
2.78%
Share price
$117.23
Annual div
$3.26
5Y div CAGR
27.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.0K
Annual income
$5,907.13
Full CABJF 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 — CABJF vs JEPI

📍 CABJF pulled ahead of the other in Year 5

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 PeriodCABJFJEPI
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, CABJF + JEPI cover 0 of 12 monthsgood coverage

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

CABJF
Annual income on $10K today (after 15% tax)
$236.39/yr
After 10yr DRIP, annual income (after tax)
$5,021.06/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, CABJF beats the other by $3,721.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CABJF: 50%JEPI: 50%
100% JEPI50/50100% CABJF
Portfolio after 10yr
$36.0K
Annual income
$3,717.87/yr
Blended yield
10.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CABJF buys
0
JEPI buys
0
No recent congressional trades found for CABJF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCABJFJEPI
Forward yield2.78%8.40%
Annual dividend / share$3.26$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR27.4%0%
Portfolio after 10y$43.0K$29.0K
Annual income after 10y$5,907.13$1,528.62
Total dividends collected$19.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCABJF PortfolioCABJF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,054$354.30$11,260$840.19$206.00JEPI
2$12,294$466.33$12,641$907.94$347.00JEPI
3$13,773$617.52$14,150$978.20$377.00JEPI
4$15,560$823.65$15,795$1,050.85$235.00JEPI
5← crossover$17,757$1,107.98$17,584$1,125.74+$173.00CABJF
6$20,506$1,505.50$19,526$1,202.74+$980.00CABJF
7$24,011$2,069.99$21,628$1,281.69+$2.4KCABJF
8$28,578$2,885.96$23,898$1,362.43+$4.7KCABJF
9$34,668$4,089.71$26,347$1,444.79+$8.3KCABJF
10$43,002$5,907.13$28,982$1,528.62+$14.0KCABJF

CABJF vs JEPI: Complete Analysis 2026

CABJFStock

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 CABJF 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.