HomeCompareCLIUF vs JEPQ

CLIUF vs JEPQ: Dividend Comparison 2026

CLIUF yields 8.43% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CLIUF wins by $5.83M in total portfolio value
10 years
CLIUF
CLIUF
● Live price
8.43%
Share price
$5.10
Annual div
$0.43
5Y div CAGR
52%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$5.88M
Annual income
$4,341,955.02
Full CLIUF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — CLIUF vs JEPQ

📍 CLIUF 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 PeriodCLIUFJEPQ
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, CLIUF + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CLIUF pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CLIUF
Annual income on $10K today (after 15% tax)
$716.67/yr
After 10yr DRIP, annual income (after tax)
$3,690,661.77/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, CLIUF beats the other by $3,688,732.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CLIUF + JEPQ for your $10,000?

CLIUF: 50%JEPQ: 50%
100% JEPQ50/50100% CLIUF
Portfolio after 10yr
$2.96M
Annual income
$2,172,112.10/yr
Blended yield
73.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLIUF buys
0
JEPQ buys
0
No recent congressional trades found for CLIUF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLIUFJEPQ
Forward yield8.43%11.47%
Annual dividend / share$0.43$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR52%0%
Portfolio after 10y$5.88M$45.8K
Annual income after 10y$4,341,955.02$2,269.18
Total dividends collected$5.71M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: CLIUF vs JEPQ ($10,000, DRIP)

YearCLIUF PortfolioCLIUF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,982$1,281.57$11,967$1,146.53+$15.00CLIUF
2$15,002$2,181.30$14,216$1,268.02+$786.00CLIUF
3$19,931$3,879.70$16,774$1,392.20+$3.2KCLIUF
4$28,649$7,322.49$19,667$1,518.21+$9.0KCLIUF
5$45,606$14,951.74$22,925$1,645.21+$22.7KCLIUF
6$82,610$33,811.57$26,578$1,772.40+$56.0KCLIUF
7$175,396$87,003.11$30,656$1,899.04+$144.7KCLIUF
8$450,084$262,410.05$35,194$2,024.45+$414.9KCLIUF
9$1,438,153$956,563.49$40,228$2,148.01+$1.40MCLIUF
10$5,880,779$4,341,955.02$45,796$2,269.18+$5.83MCLIUF

CLIUF vs JEPQ: Complete Analysis 2026

CLIUFStock

City of London Investment Group PLC is a publically owned investment manager. The firm provides client focused equity portfolios. It invests in public equity markets across the globe. The firm invests in small cap companies in emerging markets to create its portfolios. It uses combination of macroeconomic, qualitative, and top down company analysis to make its investments. The firm uses in house research to make its investments. It benchmarks the performance of its portfolios with S&P EM Frontier Super Comp., MSCI Emerging Markets Index, HSBC Global Mining Index, and MSCI ACWI ex US Index. City of London Investment Group PLC was founded in 1991 and is based in London, United Kingdom with additional offices in Dubai, United Arab Emirates, Singapore, Coatesville, Pennsylvania, Bellevue, Washington.

Full CLIUF Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.