HomeCompareCASBF vs JEPQ

CASBF vs JEPQ: Dividend Comparison 2026

CASBF yields 51.81% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $14.8K in total portfolio value· pulled ahead in Year 5
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 →
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 — CASBF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 5

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 PeriodCASBFJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

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

CASBF
Annual income on $10K today (after 15% tax)
$4,404.15/yr
After 10yr DRIP, annual income (after tax)
$6.55/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 $1,823.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CASBF: 50%JEPQ: 50%
100% JEPQ50/50100% CASBF
Portfolio after 10yr
$37.4K
Annual income
$1,080.14/yr
Blended yield
2.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CASBF buys
0
JEPQ buys
0
No recent congressional trades found for CASBF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCASBFJEPQ
Forward yield51.81%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$30.0K$44.8K
Annual income after 10y$7.71$2,152.59
Total dividends collected$6.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCASBF PortfolioCASBF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$13,291$2,590.67$11,930$1,110.39+$1.4KCASBF
2$15,830$1,608.96$14,133$1,224.34+$1.7KCASBF
3$17,834$895.50$16,632$1,340.46+$1.2KCASBF
4$19,553$471.42$19,454$1,457.97+$99.00CASBF
5← crossover$21,164$241.53$22,626$1,576.08$1.5KJEPQ
6$22,767$122.16$26,175$1,694.09$3.4KJEPQ
7$24,422$61.41$30,133$1,811.32$5.7KJEPQ
8$26,163$30.78$34,531$1,927.17$8.4KJEPQ
9$28,010$15.41$39,403$2,041.08$11.4KJEPQ
10$29,978$7.71$44,787$2,152.59$14.8KJEPQ

CASBF vs JEPQ: 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 →

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.