HomeCompareCBYDF vs JEPI

CBYDF vs JEPI: Dividend Comparison 2026

CBYDF yields 6.64% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CBYDF wins by $5.9K in total portfolio value
10 years
CBYDF
CBYDF
● Live price
6.64%
Share price
$10.12
Annual div
$0.67
5Y div CAGR
4.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.9K
Annual income
$1,772.14
Full CBYDF 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 — CBYDF vs JEPI

📍 CBYDF 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 PeriodCBYDFJEPI
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, CBYDF + JEPI cover 0 of 12 monthsgood coverage

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

CBYDF
Annual income on $10K today (after 15% tax)
$564.74/yr
After 10yr DRIP, annual income (after tax)
$1,506.32/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, CBYDF beats the other by $206.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBYDF: 50%JEPI: 50%
100% JEPI50/50100% CBYDF
Portfolio after 10yr
$31.9K
Annual income
$1,650.38/yr
Blended yield
5.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBYDF buys
0
JEPI buys
0
No recent congressional trades found for CBYDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBYDFJEPI
Forward yield6.64%8.40%
Annual dividend / share$0.67$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR4.7%0%
Portfolio after 10y$34.9K$29.0K
Annual income after 10y$1,772.14$1,528.62
Total dividends collected$11.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCBYDF PortfolioCBYDF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,396$695.62$11,260$840.19+$136.00CBYDF
2$12,969$775.67$12,641$907.94+$328.00CBYDF
3$14,741$863.79$14,150$978.20+$591.00CBYDF
4$16,733$960.68$15,795$1,050.85+$938.00CBYDF
5$18,972$1,067.09$17,584$1,125.74+$1.4KCBYDF
6$21,483$1,183.84$19,526$1,202.74+$2.0KCBYDF
7$24,299$1,311.76$21,628$1,281.69+$2.7KCBYDF
8$27,452$1,451.79$23,898$1,362.43+$3.6KCBYDF
9$30,978$1,604.90$26,347$1,444.79+$4.6KCBYDF
10$34,919$1,772.14$28,982$1,528.62+$5.9KCBYDF

CBYDF vs JEPI: Complete Analysis 2026

CBYDFStock

Corby Spirit and Wine Limited manufactures, markets, and imports spirits and wines in Canada, the United States, the United Kingdom, and internationally. It offers its products under the J.P. Wiser's Canadian Whisky, Lot No.40, Pike Creek and Gooderham, Worts Canadian whiskies, Lamb's rum, Polar Ice vodka, McGuinness liqueurs, Ungava Gin, Cabot Trail, Chic Choc, The Foreign Affair Winery, Absolut vodka, Chivas Regal, Aberlour, The Glenlivet and Ballantine's Scotch whiskies, Jameson Irish whiskey, Beefeater gin, Malibu rum, Kahlúa liqueur, Mumm Champagne, Jacob's Creek, Kenwood, Stoneleigh, Campo Viejo, and Wyndham Estate brands. The company was formerly known as Corby Distilleries Limited and changed its name to Corby Spirit and Wine Limited in November 2013. Corby Spirit and Wine Limited was founded in 1859 and is based in Toronto, Canada.

Full CBYDF 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.