HomeCompareCPSM vs JEPI

CPSM vs JEPI: Dividend Comparison 2026

CPSM yields 6.95% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CPSM wins by $2.3K in total portfolio value
10 years
CPSM
CPSM
● Live price
6.95%
Share price
$28.80
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,079.76
Full CPSM 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 — CPSM vs JEPI

📍 CPSM 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 PeriodCPSMJEPI
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, CPSM + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CPSM
Annual income on $10K today (after 15% tax)
$590.38/yr
After 10yr DRIP, annual income (after tax)
$917.80/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 $419.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CPSM: 50%JEPI: 50%
100% JEPI50/50100% CPSM
Portfolio after 10yr
$30.5K
Annual income
$1,326.71/yr
Blended yield
4.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CPSM buys
0
JEPI buys
0
No recent congressional trades found for CPSM or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCPSMJEPI
Forward yield6.95%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$31.7K$29.3K
Annual income after 10y$1,079.76$1,573.67
Total dividends collected$8.9K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCPSM PortfolioCPSM Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,395$694.57$11,276$855.74+$119.00CPSM
2$12,932$739.65$12,675$926.02+$257.00CPSM
3$14,622$784.52$14,207$999.01+$415.00CPSM
4$16,474$829.00$15,878$1,074.57+$596.00CPSM
5$18,500$872.93$17,697$1,152.57+$803.00CPSM
6$20,711$916.16$19,674$1,232.87+$1.0KCPSM
7$23,120$958.56$21,815$1,315.29+$1.3KCPSM
8$25,738$1,000.02$24,131$1,399.68+$1.6KCPSM
9$28,580$1,040.45$26,630$1,485.86+$1.9KCPSM
10$31,661$1,079.76$29,323$1,573.67+$2.3KCPSM

CPSM vs JEPI: Complete Analysis 2026

CPSMStock

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 CPSM 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.