HomeCompareCLOEF vs JEPI

CLOEF vs JEPI: Dividend Comparison 2026

CLOEF yields 1.94% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CLOEF wins by $56.76M in total portfolio value· pulled ahead in Year 2
10 years
CLOEF
CLOEF
● Live price
1.94%
Share price
$5.79
Annual div
$0.11
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.79M
Annual income
$51,685,805.19
Full CLOEF 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 — CLOEF vs JEPI

📍 CLOEF pulled ahead of the other in Year 2

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCLOEFJEPI
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, CLOEF + JEPI cover 0 of 12 monthsgood coverage

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

CLOEF
Annual income on $10K today (after 15% tax)
$165.24/yr
After 10yr DRIP, annual income (after tax)
$43,932,934.41/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, CLOEF beats the other by $43,931,635.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CLOEF: 50%JEPI: 50%
100% JEPI50/50100% CLOEF
Portfolio after 10yr
$28.41M
Annual income
$25,843,666.91/yr
Blended yield
90.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLOEF buys
0
JEPI buys
0
No recent congressional trades found for CLOEF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLOEFJEPI
Forward yield1.94%8.40%
Annual dividend / share$0.11$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$56.79M$29.0K
Annual income after 10y$51,685,805.19$1,528.62
Total dividends collected$56.38M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCLOEF PortfolioCLOEF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,089$388.81$11,260$840.19$171.00JEPI
2← crossover$12,671$805.87$12,641$907.94+$30.00CLOEF
3$15,279$1,721.22$14,150$978.20+$1.1KCLOEF
4$20,228$3,879.47$15,795$1,050.85+$4.4KCLOEF
5$31,244$9,600.11$17,584$1,125.74+$13.7KCLOEF
6$61,148$27,716.39$19,526$1,202.74+$41.6KCLOEF
7$166,818$101,389.65$21,628$1,281.69+$145.2KCLOEF
8$695,509$517,013.66$23,898$1,362.43+$671.6KCLOEF
9$4,773,301$4,029,106.47$26,347$1,444.79+$4.75MCLOEF
10$56,793,237$51,685,805.19$28,982$1,528.62+$56.76MCLOEF

CLOEF vs JEPI: Complete Analysis 2026

CLOEFStock

Cloetta AB (publ) operates as a confectionary company. It manufactures and markets chocolate confectionery products, including pralines, chocolate wafers, dragees, plates, and countlines under the Kexchoklad, Polly, Center, Plopp, Tupla, Royal, Sportlunch, Bridge, Lonka, Sinas, Snippers, and Lonka soft nougat brands. The company also provides confectionery products comprising foams, wine gums, liquorice, toffees, hard boiled candies, and lollypops under the Malaco, Red Band, Ahlgrens bilar, Venco, Chewits, and Juleskum brands. In addition, it offers pastilles under the Läkerol, Mynthon, and King brands, as well as chewing gums under the Jenkki, Sportlife, and Xylifresh brands. Further, the company produces and sells dry roasted nuts under the Nutisal brand. It sells its products through a network of grocery retail trade, service trade, e-commerce, and other sales channels. Cloetta AB (publ) was founded in 1862 and is headquartered in Sundbyberg, Sweden.

Full CLOEF 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.