HomeCompareCITAY vs JEPI

CITAY vs JEPI: Dividend Comparison 2026

CITAY yields 3.59% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CITAY wins by $1020.25M in total portfolio value
10 years
CITAY
CITAY
● Live price
3.59%
Share price
$7.00
Annual div
$0.25
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1020.28M
Annual income
$968,411,466.34
Full CITAY 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 — CITAY vs JEPI

📍 CITAY 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 PeriodCITAYJEPI
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, CITAY + JEPI cover 0 of 12 monthsgood coverage

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

CITAY
Annual income on $10K today (after 15% tax)
$304.87/yr
After 10yr DRIP, annual income (after tax)
$823,149,746.39/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, CITAY beats the other by $823,148,447.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CITAY: 50%JEPI: 50%
100% JEPI50/50100% CITAY
Portfolio after 10yr
$510.15M
Annual income
$484,206,497.48/yr
Blended yield
94.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CITAY buys
0
JEPI buys
0
No recent congressional trades found for CITAY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCITAYJEPI
Forward yield3.59%8.40%
Annual dividend / share$0.25$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1020.28M$29.0K
Annual income after 10y$968,411,466.34$1,528.62
Total dividends collected$1016.53M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCITAY PortfolioCITAY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,417$717.34$11,260$840.19+$157.00CITAY
2$13,747$1,530.87$12,641$907.94+$1.1KCITAY
3$18,155$3,445.41$14,150$978.20+$4.0KCITAY
4$27,931$8,504.82$15,795$1,050.85+$12.1KCITAY
5$54,343$24,456.57$17,584$1,125.74+$36.8KCITAY
6$147,087$88,940.19$19,526$1,202.74+$127.6KCITAY
7$607,347$449,963.84$21,628$1,281.69+$585.7KCITAY
8$4,122,718$3,472,857.35$23,898$1,362.43+$4.10MCITAY
9$48,474,929$44,063,620.61$26,347$1,444.79+$48.45MCITAY
10$1,020,279,641$968,411,466.34$28,982$1,528.62+$1020.25MCITAY

CITAY vs JEPI: Complete Analysis 2026

CITAYStock

COSCO SHIPPING Development Co., Ltd., together with its subsidiaries, provides vessel chartering and container leasing services. It operates through Shipping and Industry-Related Leasing, Container Manufacturing, and Investment and Financial Services segments. The company manufactures and sells containers; and offers operating leasing, equity or debt investment, and insurance brokerage, as well as financial leasing services in the areas of health care, education, energy, construction, and industrial communication. As of December 31, 2021, it had 74 container ships. The company was formerly known as China Shipping Container Lines Company Limited and changed its name to COSCO SHIPPING Development Co., Ltd. in December 2016. COSCO SHIPPING Development Co., Ltd. was founded in 1997 and is headquartered in Shanghai, the People's Republic of China.

Full CITAY 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.