HomeCompareCATI vs JEPQ

CATI vs JEPQ: Dividend Comparison 2026

CATI yields 666.67% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CATI wins by $608115.61M in total portfolio value
10 years
CATI
CATI
● Live price
666.67%
Share price
$0.30
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$608115.66M
Annual income
$469,561,018,816.25
Full CATI 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 — CATI vs JEPQ

📍 CATI pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCATIJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, CATI + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CATI pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CATI
Annual income on $10K today (after 15% tax)
$56,666.67/yr
After 10yr DRIP, annual income (after tax)
$399,126,865,993.81/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, CATI beats the other by $399,126,864,164.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CATI: 50%JEPQ: 50%
100% JEPQ50/50100% CATI
Portfolio after 10yr
$304057.85M
Annual income
$234,780,510,484.41/yr
Blended yield
77.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CATI buys
0
JEPQ buys
0
No recent congressional trades found for CATI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCATIJEPQ
Forward yield666.67%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$608115.66M$44.8K
Annual income after 10y$469,561,018,816.25$2,152.59
Total dividends collected$596792.85M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCATI PortfolioCATI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$77,367$66,666.67$11,930$1,110.39+$65.4KCATI
2$564,818$482,035.31$14,133$1,224.34+$550.7KCATI
3$3,893,246$3,288,890.67$16,632$1,340.46+$3.88MCATI
4$25,352,760$21,186,987.16$19,454$1,457.97+$25.33MCATI
5$156,070,781$128,943,327.59$22,626$1,576.08+$156.05MCATI
6$908,837,800$741,842,064.29$26,175$1,694.09+$908.81MCATI
7$5,009,769,782$4,037,313,336.56$30,133$1,811.32+$5009.74MCATI
8$26,159,339,258$20,798,885,591.56$34,531$1,927.17+$26159.30MCATI
9$129,490,317,125$101,499,824,118.87$39,403$2,041.08+$129490.28MCATI
10$608,115,658,140$469,561,018,816.25$44,787$2,152.59+$608115.61MCATI

CATI vs JEPQ: Complete Analysis 2026

CATIStock

Clone Algo Technologies Inc., a technology company, develops algorithms and risk management systems based on artificial intelligence. Its products include Clone Algo, a social investment network app that enables users to clone trades from master accounts to users own account with connected brokers, banks, and hedge funds using algorithms, and advanced cloning and non-predictive timing technology; HomeAway, a hotel booking and management system for booking discounted hotel room rates; and AlgoTrust, a mobile banking system for do it yourself banking. The company was formerly known as Travelsafe, Inc. and changed its name to Clone Algo Technologies Inc. in September 2014. Clone Algo Technologies Inc. was founded in 2013 and is based in Chapel Hill, North Carolina.

Full CATI 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 →
📬

Get this CATI vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CATI vs SCHDCATI vs JEPICATI vs OCATI vs KOCATI vs MAINCATI vs XYLDCATI vs QYLDCATI vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.