HomeCompareCAFG vs JEPI

CAFG vs JEPI: Dividend Comparison 2026

CAFG yields 0.32% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.9K in total portfolio value
10 years
CAFG
CAFG
● Live price
0.32%
Share price
$26.96
Annual div
$0.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.1K
Annual income
$32.95
Full CAFG 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 — CAFG vs JEPI

📍 JEPI pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCAFGJEPI
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%.
📅

Dividend Calendar Overlap

Combined, CAFG + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CAFG
Annual income on $10K today (after 15% tax)
$27.42/yr
After 10yr DRIP, annual income (after tax)
$28.01/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, JEPI beats the other by $1,271.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAFG: 50%JEPI: 50%
100% JEPI50/50100% CAFG
Portfolio after 10yr
$24.6K
Annual income
$780.78/yr
Blended yield
3.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAFG buys
0
JEPI buys
0
No recent congressional trades found for CAFG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAFGJEPI
Forward yield0.32%8.40%
Annual dividend / share$0.09$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.1K$29.0K
Annual income after 10y$32.95$1,528.62
Total dividends collected$326.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAFG PortfolioCAFG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,732$32.26$11,260$840.19$528.00JEPI
2$11,516$32.36$12,641$907.94$1.1KJEPI
3$12,354$32.45$14,150$978.20$1.8KJEPI
4$13,252$32.54$15,795$1,050.85$2.5KJEPI
5$14,212$32.62$17,584$1,125.74$3.4KJEPI
6$15,240$32.69$19,526$1,202.74$4.3KJEPI
7$16,339$32.76$21,628$1,281.69$5.3KJEPI
8$17,516$32.83$23,898$1,362.43$6.4KJEPI
9$18,775$32.89$26,347$1,444.79$7.6KJEPI
10$20,122$32.95$28,982$1,528.62$8.9KJEPI

CAFG vs JEPI: Complete Analysis 2026

CAFGStock

A strategy-driven exchange traded fund that aims to identify top growth companies in the S&P SmallCap 600 Index by screening for above average free cash flow margins.

Full CAFG 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 →
📬

Get this CAFG vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CAFG vs SCHDCAFG vs OCAFG vs KOCAFG vs MAINCAFG vs JEPQCAFG vs XYLDCAFG vs DIVOCAFG vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.