Is CATC or JEPQ a better dividend investment in 2026?

CATC currently yields 0.30% with a 5% 5-year dividend growth rate. JEPQ yields 11.47% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between CATC and JEPQ?

CATC has a forward dividend yield of 0.30% ($0.67/share annually). JEPQ yields 11.47% ($6.16/share annually). The yield gap is 11.17 percentage points.

Home › Compare › CATC vs JEPQ

CATC vs JEPQ: Dividend Comparison 2026

CATC yields 0.30% · JEPQ yields 11.47%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPQ wins by $23.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CATC

● Live price

0.30%

Share price

$220.00

Annual div

$0.67

5Y div CAGR

35.4%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.6K

Annual income

$700.87

Full CATC calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.47%

Share price

$53.77

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.8K

Annual income

$2,269.18

Full JEPQ calculator →

Portfolio growth — CATC 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 Period	CATC	JEPQ
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, CATC + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CATC pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CATC

Annual income on $10K today (after 15% tax)

$25.89/yr

After 10yr DRIP, annual income (after tax)

$595.74/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 $1,333.06/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

CATC: 50%JEPQ: 50%

100% JEPQ50/50100% CATC

Portfolio after 10yr

$34.2K

Annual income

$1,485.02/yr

Blended yield

4.34%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on CATC right now

CATC

Analyst Ratings

Buy

Hold

Consensus: Hold

Altman Z

0.3

Piotroski

4/9

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)

CATC buys

JEPQ buys

No recent congressional trades found for CATC or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricCATCJEPQ

Forward yield	0.30%	11.47% ✓
Annual dividend / share	$0.67	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	35.4% ✓	0%
Portfolio after 10y	$22.6K	$45.8K ✓
Annual income after 10y	$700.87	$2,269.18 ✓
Total dividends collected	$2.5K	$17.1K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	CATC Portfolio	CATC Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$10,741	$41.24	$11,967	$1,146.53	$1.2K → JEPQ
2	$11,549	$56.05	$14,216	$1,268.02	$2.7K → JEPQ
3	$12,434	$76.26	$16,774	$1,392.20	$4.3K → JEPQ
4	$13,408	$103.89	$19,667	$1,518.21	$6.3K → JEPQ
5	$14,488	$141.77	$22,925	$1,645.21	$8.4K → JEPQ
6	$15,697	$193.85	$26,578	$1,772.40	$10.9K → JEPQ
7	$17,061	$265.76	$30,656	$1,899.04	$13.6K → JEPQ
8	$18,621	$365.53	$35,194	$2,024.45	$16.6K → JEPQ
9	$20,429	$504.83	$40,228	$2,148.01	$19.8K → JEPQ
10	$22,560	$700.87	$45,796	$2,269.18	$23.2K → JEPQ

CATC vs JEPQ: Complete Analysis 2026

CATC — Stock

Cambridge Bancorp operates as the bank holding company for Cambridge Trust Company that provides commercial and consumer banking, and investment management and trust services. The company accepts various deposits, such as checking, savings, money market, trust, and individual retirement accounts; and time and demand deposits, and certificates of deposit. Its loan products include residential and commercial real estate loans; home equity lines of credit and term loans; commercial and industrial loans; secured and unsecured loans, lines of credit, and personal installment loans; and construction loans. The company also offers cash management, online and mobile banking, and payments services. It serves commercial enterprises, non-profit organizations, and individuals. The company operates through a network of 19 banking offices in Eastern Massachusetts and New Hampshire; and two wealth management offices located in Massachusetts, as well as three wealth management offices located in New Hampshire. Cambridge Bancorp was founded in 1890 and is headquartered in Cambridge, Massachusetts.

Full CATC Calculator →

JEPQ — ETF

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.