HomeCompareCPSF vs JEPI

CPSF vs JEPI: Dividend Comparison 2026

CPSF yields 7.82% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CPSF wins by $4.2K in total portfolio value
10 years
CPSF
CPSF
● Live price
7.82%
Share price
$25.57
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,283.53
Full CPSF 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 — CPSF vs JEPI

📍 CPSF 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 PeriodCPSFJEPI
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, CPSF + JEPI cover 0 of 12 monthsgood coverage

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

CPSF
Annual income on $10K today (after 15% tax)
$664.84/yr
After 10yr DRIP, annual income (after tax)
$1,091.00/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, JEPI beats the other by $246.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CPSF: 50%JEPI: 50%
100% JEPI50/50100% CPSF
Portfolio after 10yr
$31.4K
Annual income
$1,428.60/yr
Blended yield
4.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CPSF buys
0
JEPI buys
0
No recent congressional trades found for CPSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCPSFJEPI
Forward yield7.82%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$33.6K$29.3K
Annual income after 10y$1,283.53$1,573.67
Total dividends collected$10.4K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCPSF PortfolioCPSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,482$782.17$11,276$855.74+$206.00CPSF
2$13,125$839.34$12,675$926.02+$450.00CPSF
3$14,941$896.68$14,207$999.01+$734.00CPSF
4$16,940$953.94$15,878$1,074.57+$1.1KCPSF
5$19,137$1,010.86$17,697$1,152.57+$1.4KCPSF
6$21,544$1,067.23$19,674$1,232.87+$1.9KCPSF
7$24,175$1,122.85$21,815$1,315.29+$2.4KCPSF
8$27,045$1,177.55$24,131$1,399.68+$2.9KCPSF
9$30,169$1,231.15$26,630$1,485.86+$3.5KCPSF
10$33,564$1,283.53$29,323$1,573.67+$4.2KCPSF

CPSF vs JEPI: Complete Analysis 2026

CPSFStock

Calamos Structured Protected ETFs are designed to match the positive price return of the S&P 500 up to a defined cap while protecting against 100% of losses over a one-year period (before fees and expenses).

Full CPSF 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.