HomeCompareCABT vs JEPQ

CABT vs JEPQ: Dividend Comparison 2026

CABT yields 0.44% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.5K in total portfolio value
10 years
CABT
CABT
● Live price
0.44%
Share price
$9.11
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$45.18
Full CABT calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — CABT 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 PeriodCABTJEPQ
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, CABT + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CABT pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

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

CABT
Annual income on $10K today (after 15% tax)
$37.32/yr
After 10yr DRIP, annual income (after tax)
$38.40/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, JEPQ beats the other by $1,791.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CABT: 50%JEPQ: 50%
100% JEPQ50/50100% CABT
Portfolio after 10yr
$32.5K
Annual income
$1,098.88/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CABT buys
0
JEPQ buys
0
No recent congressional trades found for CABT or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCABTJEPQ
Forward yield0.44%11.10%
Annual dividend / share$0.04$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.3K$44.8K
Annual income after 10y$45.18$2,152.59
Total dividends collected$446.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCABT PortfolioCABT Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,744$43.91$11,930$1,110.39$1.2KJEPQ
2$11,540$44.09$14,133$1,224.34$2.6KJEPQ
3$12,392$44.26$16,632$1,340.46$4.2KJEPQ
4$13,304$44.42$19,454$1,457.97$6.2KJEPQ
5$14,280$44.56$22,626$1,576.08$8.3KJEPQ
6$15,324$44.70$26,175$1,694.09$10.9KJEPQ
7$16,442$44.83$30,133$1,811.32$13.7KJEPQ
8$17,638$44.96$34,531$1,927.17$16.9KJEPQ
9$18,917$45.07$39,403$2,041.08$20.5KJEPQ
10$20,287$45.18$44,787$2,152.59$24.5KJEPQ

CABT vs JEPQ: Complete Analysis 2026

CABTStock

Coastal Bank & Trust, a full service community bank, provides various financial products and services primarily for the retail customers and small to medium-size businesses in Onslow County and surrounding areas. The company offers personal and business checking and savings accounts; individual retirement accounts; and certificates of deposit. It also provides personal lending products, including consumer installment loans, overdraft protection services, credit cards, personal and home equity lines of credit, residential mortgage and rental property loans, residential 2nd mortgages, and home construction loans. In addition, the company offers business lending products comprising owner occupied business real estate loans, business construction loans, working capital lines of credit, agricultural and small business loans, small business start-up loans, equipment financing services, speculative or pre-sold construction loans, business credit cards, and overdraft protection services, as well as investment loans for rental real estate. Further, it provides cash management, remote deposit capture, and courier services; and SecurLOCK Equip, a mobile app to control how, when, and where debit and/or credit cards are used, as well as Zelle services. Additionally, the company offers ATM/debit cards; and online, mobile, and telephone banking services. It operates in three locations in Jacksonville, Holly Ridge, and Richlands, North Carolina. Coastal Bank & Trust was founded in 2009 and is headquartered in Jacksonville, North Carolina.

Full CABT 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.