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CAPTF vs JEPI: Dividend Comparison 2026

CAPTF yields 149.37% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CAPTF wins by $24.42M in total portfolio value
10 years
CAPTF
CAPTF
● Live price
149.37%
Share price
$1.34
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.45M
Annual income
$10,551,248.05
Full CAPTF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — CAPTF vs JEPI

📍 CAPTF 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 PeriodCAPTFJEPI
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, CAPTF + JEPI cover 0 of 12 monthsgood coverage

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

CAPTF
Annual income on $10K today (after 15% tax)
$12,696.04/yr
After 10yr DRIP, annual income (after tax)
$8,968,560.84/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, CAPTF beats the other by $8,967,223.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAPTF: 50%JEPI: 50%
100% JEPI50/50100% CAPTF
Portfolio after 10yr
$12.24M
Annual income
$5,276,410.85/yr
Blended yield
43.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAPTF buys
0
JEPI buys
0
No recent congressional trades found for CAPTF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAPTFJEPI
Forward yield149.37%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.45M$29.3K
Annual income after 10y$10,551,248.05$1,573.67
Total dividends collected$22.62M$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAPTF PortfolioCAPTF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$25,637$14,936.52$11,276$855.74+$14.4KCAPTF
2$63,218$35,786.95$12,675$926.02+$50.5KCAPTF
3$150,118$82,475.09$14,207$999.01+$135.9KCAPTF
4$343,661$183,034.08$15,878$1,074.57+$327.8KCAPTF
5$759,318$391,601.40$17,697$1,152.57+$741.6KCAPTF
6$1,621,109$808,638.58$19,674$1,232.87+$1.60MCAPTF
7$3,348,050$1,613,463.12$21,815$1,315.29+$3.33MCAPTF
8$6,696,674$3,114,260.34$24,131$1,399.68+$6.67MCAPTF
9$12,986,987$5,821,546.18$26,630$1,485.86+$12.96MCAPTF
10$24,447,324$10,551,248.05$29,323$1,573.67+$24.42MCAPTF

CAPTF vs JEPI: Complete Analysis 2026

CAPTFStock

Capitan Mining Inc. engages in the acquisition and exploration of mineral properties in Mexico. The company focuses on its 100% owned Penoles gold and silver project located in Durango, Mexico. Capitan Mining Inc. was incorporated in 2019 and is headquartered in Vancouver, Canada.

Full CAPTF 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.