HomeCompareCAKFY vs JEPQ

CAKFY vs JEPQ: Dividend Comparison 2026

CAKFY yields 4.15% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.4K 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 →
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 — CAKFY 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 PeriodCAKFYJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

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

CAKFY
Annual income on $10K today (after 15% tax)
$352.44/yr
After 10yr DRIP, annual income (after tax)
$347.09/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 $1,482.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAKFY: 50%JEPQ: 50%
100% JEPQ50/50100% CAKFY
Portfolio after 10yr
$35.1K
Annual income
$1,280.46/yr
Blended yield
3.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAKFY buys
0
JEPQ buys
0
No recent congressional trades found for CAKFY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAKFYJEPQ
Forward yield4.15%11.10%
Annual dividend / share$0.17$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-2.5%0%
Portfolio after 10y$25.4K$44.8K
Annual income after 10y$408.34$2,152.59
Total dividends collected$4.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAKFY PortfolioCAKFY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,104$404.27$11,930$1,110.39$826.00JEPQ
2$12,291$409.05$14,133$1,224.34$1.8KJEPQ
3$13,564$412.56$16,632$1,340.46$3.1KJEPQ
4$14,928$414.86$19,454$1,457.97$4.5KJEPQ
5$16,389$416.05$22,626$1,576.08$6.2KJEPQ
6$17,952$416.22$26,175$1,694.09$8.2KJEPQ
7$19,624$415.45$30,133$1,811.32$10.5KJEPQ
8$21,412$413.82$34,531$1,927.17$13.1KJEPQ
9$23,322$411.43$39,403$2,041.08$16.1KJEPQ
10$25,363$408.34$44,787$2,152.59$19.4KJEPQ

CAKFY vs JEPQ: 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 →

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.