HomeCompareCALB vs JEPQ

CALB vs JEPQ: Dividend Comparison 2026

CALB yields 7.97% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $11.9K in total portfolio value
10 years
CALB
CALB
● Live price
7.97%
Share price
$25.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.9K
Annual income
$1,320.19
Full CALB calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — CALB 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 PeriodCALBJEPQ
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, CALB + JEPQ cover 0 of 12 monthsgood coverage

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

CALB
Annual income on $10K today (after 15% tax)
$677.56/yr
After 10yr DRIP, annual income (after tax)
$1,122.16/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $806.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CALB: 50%JEPQ: 50%
100% JEPQ50/50100% CALB
Portfolio after 10yr
$39.8K
Annual income
$1,794.68/yr
Blended yield
4.50%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CALB right now

CALB
Analyst Ratings
4
Buy
Consensus: Buy
Price Target
$26.00
+3.6% upside vs current
Range: $26.00 — $26.00
Altman Z
-0.0
Piotroski
5/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CALB buys
0
JEPQ buys
0
No recent congressional trades found for CALB or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCALBJEPQ
Forward yield7.97%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.9K$45.8K
Annual income after 10y$1,320.19$2,269.18
Total dividends collected$10.6K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCALB PortfolioCALB Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,497$797.13$11,967$1,146.53$470.00JEPQ
2$13,158$856.52$14,216$1,268.02$1.1KJEPQ
3$14,996$916.15$16,774$1,392.20$1.8KJEPQ
4$17,021$975.76$19,667$1,518.21$2.6KJEPQ
5$19,248$1,035.10$22,925$1,645.21$3.7KJEPQ
6$21,689$1,093.93$26,578$1,772.40$4.9KJEPQ
7$24,359$1,152.04$30,656$1,899.04$6.3KJEPQ
8$27,274$1,209.22$35,194$2,024.45$7.9KJEPQ
9$30,448$1,265.33$40,228$2,148.01$9.8KJEPQ
10$33,900$1,320.19$45,796$2,269.18$11.9KJEPQ

CALB vs JEPQ: Complete Analysis 2026

CALBStock

California BanCorp operates as the bank holding company for California Bank of Commerce that provides commercial banking services in California. It accepts various deposit products, including commercial checking, savings, and money market accounts, as well as certificates of deposit. The company also offers asset-based lending loans; standby letters of credit; construction and development loans; real estate loans, such as commercial real estate loans and other loans; small business administration (SBA) loans, including SBA 7(a) and SBA 504 loans; consumer loans, such as secured and unsecured installment loans, and revolving lines of credit; and commercial and industrial loans, including term loans, working capital, accounts receivable and inventory financing, and other business loans to the dental and veterinary industries, contractors, and emerging companies. In addition, it provides foreign exchange, treasury and cash management, and online and mobile banking services. The company has a full-service branch in California located in Contra Costa County, California; and 4 loan production offices in Alameda, Contra Costa, Sacramento, and Santa Clara. California BanCorp was incorporated in 2007 and is headquartered in Oakland, California.

Full CALB 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.