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CDIG vs JEPI: Dividend Comparison 2026

CDIG yields 8.05% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CDIG wins by $4.7K in total portfolio value
10 years
CDIG
CDIG
● Live price
8.05%
Share price
$24.86
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$1,338.46
Full CDIG calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — CDIG vs JEPI

📍 CDIG 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 PeriodCDIGJEPI
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, CDIG + JEPI cover 0 of 12 monthsgood coverage

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

CDIG
Annual income on $10K today (after 15% tax)
$683.83/yr
After 10yr DRIP, annual income (after tax)
$1,137.69/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $199.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CDIG: 50%JEPI: 50%
100% JEPI50/50100% CDIG
Portfolio after 10yr
$31.7K
Annual income
$1,456.06/yr
Blended yield
4.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CDIG buys
0
JEPI buys
0
No recent congressional trades found for CDIG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCDIGJEPI
Forward yield8.05%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.1K$29.3K
Annual income after 10y$1,338.46$1,573.67
Total dividends collected$10.7K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCDIG PortfolioCDIG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,505$804.51$11,276$855.74+$229.00CDIG
2$13,175$864.99$12,675$926.02+$500.00CDIG
3$15,023$925.78$14,207$999.01+$816.00CDIG
4$17,061$986.57$15,878$1,074.57+$1.2KCDIG
5$19,302$1,047.12$17,697$1,152.57+$1.6KCDIG
6$21,761$1,107.19$19,674$1,232.87+$2.1KCDIG
7$24,451$1,166.54$21,815$1,315.29+$2.6KCDIG
8$27,387$1,224.99$24,131$1,399.68+$3.3KCDIG
9$30,587$1,282.34$26,630$1,485.86+$4.0KCDIG
10$34,066$1,338.46$29,323$1,573.67+$4.7KCDIG

CDIG vs JEPI: Complete Analysis 2026

CDIGStock

The City Different Investments Global Equity ETF invests primarily in stocks of U.S.-listed companies with greater than $500 million in market cap selected on a worldwide basis. The strategy emphasizes focus, value, and a path to success for each investment, with a concentrated portfolio of 20-30 holdings allowing impactful diversification.

Full CDIG 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.