HomeCompareCASBF vs JEPI

CASBF vs JEPI: Dividend Comparison 2026

CASBF yields 51.81% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CASBF wins by $996.00 in total portfolio value
10 years
CASBF
CASBF
● Live price
51.81%
Share price
$3.86
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.0K
Annual income
$7.71
Full CASBF 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 — CASBF vs JEPI

📍 CASBF 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 PeriodCASBFJEPI
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, CASBF + JEPI cover 0 of 12 monthsgood coverage

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

CASBF
Annual income on $10K today (after 15% tax)
$4,404.15/yr
After 10yr DRIP, annual income (after tax)
$6.55/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 $1,292.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CASBF: 50%JEPI: 50%
100% JEPI50/50100% CASBF
Portfolio after 10yr
$29.5K
Annual income
$768.16/yr
Blended yield
2.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CASBF buys
0
JEPI buys
0
No recent congressional trades found for CASBF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCASBFJEPI
Forward yield51.81%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$30.0K$29.0K
Annual income after 10y$7.71$1,528.62
Total dividends collected$6.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCASBF PortfolioCASBF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,291$2,590.67$11,260$840.19+$2.0KCASBF
2$15,830$1,608.96$12,641$907.94+$3.2KCASBF
3$17,834$895.50$14,150$978.20+$3.7KCASBF
4$19,553$471.42$15,795$1,050.85+$3.8KCASBF
5$21,164$241.53$17,584$1,125.74+$3.6KCASBF
6$22,767$122.16$19,526$1,202.74+$3.2KCASBF
7$24,422$61.41$21,628$1,281.69+$2.8KCASBF
8$26,163$30.78$23,898$1,362.43+$2.3KCASBF
9$28,010$15.41$26,347$1,444.79+$1.7KCASBF
10$29,978$7.71$28,982$1,528.62+$996.00CASBF

CASBF vs JEPI: Complete Analysis 2026

CASBFStock

CanSino Biologics Inc. develops, manufactures, and commercializes vaccines in the People's Republic of China. The company develops Convidecia and the Ad5-nCoV for Inhalation vaccines to recombinant novel coronavirus disease; Ad5-EBOV, an Ebola virus vaccine; and MCV2 and MCV4 vaccines for the prevention of N. meningitides. It also develops DTcP vaccine for infants and DTcP Booster vaccine, which are in Phase I clinical trial for addressing the weaker protection preventing pertussis after primary vaccination. Further, the company develops Tdcp Adolescent and Adult vaccine for treating pertussis; PBPV, a serotype-independent protein-based pneumococcal vaccine that is in Phase I clinical trial; PCV13i, a pneumococcal conjugate vaccine, which is in Phase I clinical trial; and TB Booster for the BCG-vaccinated population which is in Phase I clinical trial. In addition, it is developing various preclinical stage products, including DTcP-Hib Combo vaccine; CSB012 to treat adenovirus; CSB013 for ZIKA virus; CSB015 to treat meningitis; CSB016 for treating shingles; and CSB107 for polio. CanSino Biologics Inc. was incorporated in 2009 and is headquartered in Tianjin, the People's Republic of China.

Full CASBF 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.