HomeCompareCFRHF vs JEPI

CFRHF vs JEPI: Dividend Comparison 2026

CFRHF yields 2.13% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CFRHF wins by $262.3K in total portfolio value· pulled ahead in Year 3
10 years
CFRHF
CFRHF
● Live price
2.13%
Share price
$178.90
Annual div
$3.80
5Y div CAGR
59.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$291.3K
Annual income
$157,707.32
Full CFRHF 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 — CFRHF vs JEPI

📍 CFRHF pulled ahead of the other in Year 3

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 PeriodCFRHFJEPI
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, CFRHF + JEPI cover 0 of 12 monthsgood coverage

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

CFRHF
Annual income on $10K today (after 15% tax)
$180.64/yr
After 10yr DRIP, annual income (after tax)
$134,051.22/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, CFRHF beats the other by $132,751.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CFRHF: 50%JEPI: 50%
100% JEPI50/50100% CFRHF
Portfolio after 10yr
$160.1K
Annual income
$79,617.97/yr
Blended yield
49.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CFRHF buys
0
JEPI buys
0
No recent congressional trades found for CFRHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCFRHFJEPI
Forward yield2.13%8.40%
Annual dividend / share$3.80$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR59.9%0%
Portfolio after 10y$291.3K$29.0K
Annual income after 10y$157,707.32$1,528.62
Total dividends collected$257.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCFRHF PortfolioCFRHF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,040$339.81$11,260$840.19$220.00JEPI
2$12,373$560.62$12,641$907.94$268.00JEPI
3← crossover$14,178$938.97$14,150$978.20+$28.00CFRHF
4$16,779$1,607.89$15,795$1,050.85+$984.00CFRHF
5$20,797$2,843.51$17,584$1,125.74+$3.2KCFRHF
6$27,519$5,266.92$19,526$1,202.74+$8.0KCFRHF
7$39,861$10,415.16$21,628$1,281.69+$18.2KCFRHF
8$65,196$22,544.41$23,898$1,362.43+$41.3KCFRHF
9$124,862$55,102.90$26,347$1,444.79+$98.5KCFRHF
10$291,310$157,707.32$28,982$1,528.62+$262.3KCFRHF

CFRHF vs JEPI: Complete Analysis 2026

CFRHFStock

Compagnie Financière Richemont SA engages in the luxury goods business in Europe, the Middle East, Africa, Asia, and the Americas. The company operates through Jewellery Maisons, Specialist Watchmakers, and Online Distributors segments. It designs, manufactures, and distributes jewelry products; and precision timepieces, watches, and writing instruments, as well as clothing, and leather goods and accessories. The company offers its products under the Cartier, Van Cleef & Arpels, Buccellati, A. Lange & Söhne, Baume & Mercier, IWC Schaffhausen, Jaeger LeCoultre, Panerai, Piaget, Roger Dubuis, Vacheron Constantin, Watchfinder & Co., YOOX, NET-A-PORTER, MR PORTER, The Outnet, Alaïa, Chloé, Montblanc, Peter Millar, Purdey, Serapian, TIMEVALLEE, dunhill, Delvaux, and AZ Factory brands through own boutiques and online stores. Compagnie Financière Richemont SA was incorporated in 1979 and is headquartered in Bellevue, Switzerland.

Full CFRHF 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.