HomeCompareCAIE vs JEPI

CAIE vs JEPI: Dividend Comparison 2026

CAIE yields 10.61% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CAIE wins by $11.4K in total portfolio value
10 years
CAIE
CAIE
● Live price
10.61%
Share price
$24.88
Annual div
$2.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.3K
Annual income
$2,064.61
Full CAIE 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 — CAIE vs JEPI

📍 CAIE 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 PeriodCAIEJEPI
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, CAIE + JEPI cover 0 of 12 monthsgood coverage

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

CAIE
Annual income on $10K today (after 15% tax)
$902.08/yr
After 10yr DRIP, annual income (after tax)
$1,754.92/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, CAIE beats the other by $455.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAIE: 50%JEPI: 50%
100% JEPI50/50100% CAIE
Portfolio after 10yr
$34.7K
Annual income
$1,796.62/yr
Blended yield
5.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAIE buys
0
JEPI buys
0
No recent congressional trades found for CAIE or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAIEJEPI
Forward yield10.61%8.40%
Annual dividend / share$2.64$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.3K$29.0K
Annual income after 10y$2,064.61$1,528.62
Total dividends collected$15.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAIE PortfolioCAIE Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,761$1,061.27$11,260$840.19+$501.00CAIE
2$13,751$1,166.53$12,641$907.94+$1.1KCAIE
3$15,988$1,274.66$14,150$978.20+$1.8KCAIE
4$18,493$1,385.09$15,795$1,050.85+$2.7KCAIE
5$21,284$1,497.23$17,584$1,125.74+$3.7KCAIE
6$24,385$1,610.52$19,526$1,202.74+$4.9KCAIE
7$27,816$1,724.41$21,628$1,281.69+$6.2KCAIE
8$31,602$1,838.38$23,898$1,362.43+$7.7KCAIE
9$35,766$1,951.93$26,347$1,444.79+$9.4KCAIE
10$40,334$2,064.61$28,982$1,528.62+$11.4KCAIE

CAIE vs JEPI: Complete Analysis 2026

CAIEStock

Calamos Autocallable Income ETF seeks to generate high monthly income while providing reduced downside risk through exposure to a portfolio of autocallables.

Full CAIE 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.