HomeCompareCCORF vs JEPI

CCORF vs JEPI: Dividend Comparison 2026

CCORF yields 2.98% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CCORF wins by $4.71M in total portfolio value· pulled ahead in Year 2
10 years
CCORF
CCORF
● Live price
2.98%
Share price
$8.28
Annual div
$0.25
5Y div CAGR
73.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.74M
Annual income
$3,762,451.42
Full CCORF 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 — CCORF vs JEPI

📍 CCORF pulled ahead of the other in Year 2

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 PeriodCCORFJEPI
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, CCORF + JEPI cover 0 of 12 monthsgood coverage

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

CCORF
Annual income on $10K today (after 15% tax)
$253.55/yr
After 10yr DRIP, annual income (after tax)
$3,198,083.71/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, CCORF beats the other by $3,196,784.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCORF: 50%JEPI: 50%
100% JEPI50/50100% CCORF
Portfolio after 10yr
$2.39M
Annual income
$1,881,990.02/yr
Blended yield
78.87%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CCORF right now

CCORF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.2
Piotroski
6/9
JEPI
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)

CCORF buys
0
JEPI buys
0
No recent congressional trades found for CCORF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCORFJEPI
Forward yield2.98%8.40%
Annual dividend / share$0.25$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR73.9%0%
Portfolio after 10y$4.74M$29.0K
Annual income after 10y$3,762,451.42$1,528.62
Total dividends collected$4.63M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCCORF PortfolioCCORF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,219$518.74$11,260$840.19$41.00JEPI
2← crossover$12,950$945.82$12,641$907.94+$309.00CCORF
3$15,631$1,774.38$14,150$978.20+$1.5KCCORF
4$20,206$3,480.77$15,795$1,050.85+$4.4KCCORF
5$28,933$7,312.82$17,584$1,125.74+$11.3KCCORF
6$47,977$17,018.42$19,526$1,202.74+$28.5KCCORF
7$97,199$45,864.10$21,628$1,281.69+$75.6KCCORF
8$255,018$151,015.43$23,898$1,362.43+$231.1KCCORF
9$916,811$643,941.78$26,347$1,444.79+$890.5KCCORF
10$4,743,440$3,762,451.42$28,982$1,528.62+$4.71MCCORF

CCORF vs JEPI: Complete Analysis 2026

CCORFStock

Canaccord Genuity Group Inc., a full-service financial services company, provides investment products, and investment banking and brokerage services to institutional, corporate, and private clients. It operates in two segments, Canaccord Genuity Capital Markets and Canaccord Genuity Wealth Management. The Canaccord Genuity Capital Markets segment offers investment banking, advisory, research, merger and acquisition, sales, and trading services. The Canaccord Genuity Wealth Management segment provides wealth management solutions, and brokerage and financial planning services to individual investors, private clients, charities, and intermediaries. The company operates in North America, the United Kingdom, Europe, Asia, Australia, and the Middle East. Canaccord Genuity Group Inc. was founded in 1950 and is headquartered in Vancouver, Canada.

Full CCORF 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.