HomeCompareCLMS vs JEPI

CLMS vs JEPI: Dividend Comparison 2026

CLMS yields 24.15% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CLMS wins by $64.6K in total portfolio value
10 years
CLMS
CLMS
● Live price
24.15%
Share price
$8.28
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$93.9K
Annual income
$10,269.79
Full CLMS 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 — CLMS vs JEPI

📍 CLMS 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 PeriodCLMSJEPI
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, CLMS + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CLMS pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CLMS
Annual income on $10K today (after 15% tax)
$2,053.14/yr
After 10yr DRIP, annual income (after tax)
$8,729.32/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, CLMS beats the other by $7,391.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CLMS: 50%JEPI: 50%
100% JEPI50/50100% CLMS
Portfolio after 10yr
$61.6K
Annual income
$5,921.72/yr
Blended yield
9.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLMS buys
0
JEPI buys
0
No recent congressional trades found for CLMS or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLMSJEPI
Forward yield24.15%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$93.9K$29.3K
Annual income after 10y$10,269.79$1,573.67
Total dividends collected$58.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCLMS PortfolioCLMS Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,115$2,415.46$11,276$855.74+$1.8KCLMS
2$16,994$2,960.73$12,675$926.02+$4.3KCLMS
3$21,769$3,585.38$14,207$999.01+$7.6KCLMS
4$27,585$4,292.32$15,878$1,074.57+$11.7KCLMS
5$34,600$5,083.28$17,697$1,152.57+$16.9KCLMS
6$42,980$5,958.72$19,674$1,232.87+$23.3KCLMS
7$52,907$6,917.79$21,815$1,315.29+$31.1KCLMS
8$64,569$7,958.38$24,131$1,399.68+$40.4KCLMS
9$78,166$9,077.18$26,630$1,485.86+$51.5KCLMS
10$93,907$10,269.79$29,323$1,573.67+$64.6KCLMS

CLMS vs JEPI: Complete Analysis 2026

CLMSStock

CLMS is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in CLMS shares.

Full CLMS 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.