HomeCompareCAKFY vs JEPI

CAKFY vs JEPI: Dividend Comparison 2026

CAKFY yields 4.15% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $3.6K in total portfolio value
10 years
CAKFY
CAKFY
● Live price
4.15%
Share price
$4.10
Annual div
$0.17
5Y div CAGR
-2.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$408.34
Full CAKFY 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 — CAKFY vs JEPI

📍 JEPI 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 PeriodCAKFYJEPI
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, CAKFY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CAKFY
Annual income on $10K today (after 15% tax)
$352.44/yr
After 10yr DRIP, annual income (after tax)
$347.09/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 $952.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAKFY: 50%JEPI: 50%
100% JEPI50/50100% CAKFY
Portfolio after 10yr
$27.2K
Annual income
$968.48/yr
Blended yield
3.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAKFY buys
0
JEPI buys
0
No recent congressional trades found for CAKFY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAKFYJEPI
Forward yield4.15%8.40%
Annual dividend / share$0.17$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-2.5%0%
Portfolio after 10y$25.4K$29.0K
Annual income after 10y$408.34$1,528.62
Total dividends collected$4.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAKFY PortfolioCAKFY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,104$404.27$11,260$840.19$156.00JEPI
2$12,291$409.05$12,641$907.94$350.00JEPI
3$13,564$412.56$14,150$978.20$586.00JEPI
4$14,928$414.86$15,795$1,050.85$867.00JEPI
5$16,389$416.05$17,584$1,125.74$1.2KJEPI
6$17,952$416.22$19,526$1,202.74$1.6KJEPI
7$19,624$415.45$21,628$1,281.69$2.0KJEPI
8$21,412$413.82$23,898$1,362.43$2.5KJEPI
9$23,322$411.43$26,347$1,444.79$3.0KJEPI
10$25,363$408.34$28,982$1,528.62$3.6KJEPI

CAKFY vs JEPI: Complete Analysis 2026

CAKFYStock

McKesson Europe AG provides logistics and other services to the pharmaceutical and healthcare sectors worldwide. The company operates through two divisions, Pharmaceutical Distribution and Retail Pharmacy. The Pharmaceutical Distribution division engages in the wholesale of pharmaceutical and other health care products. This division serves its customers through 90 wholesale branches that supply pharmaceutical products to approximately 40,000 pharmacies and hospitals, as well as operates 70 distribution centers in Europe. The Retail Pharmacy division operates approximately 2,000 owned pharmacies and approximately 8,000 members in its brand partnership program. This division also provides outpatient drug, e-commerce, and home care services primarily in Belgium, Ireland, Italy, and the United Kingdom under the Lloyds Pharmacy brand. In addition, this division provides traditional prescription drugs, over-the-counter products, and medical services. It also provides other services for pharmacists, such as the organization and management of pharmacy cooperation programs in the Great Britain, France, Portugal, and Belgium. The company was formerly known as Celesio AG and changed its name to McKesson Europe AG in September 2017. The company was founded in 1835 and is headquartered in Stuttgart, Germany. McKesson Europe AG is a subsidiary of McKesson Corporation.

Full CAKFY 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.