HomeCompareCPTAG vs JEPI

CPTAG vs JEPI: Dividend Comparison 2026

CPTAG yields 27.29% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.2K in total portfolio value· pulled ahead in Year 5
10 years
CPTAG
CPTAG
● Live price
27.29%
Share price
$25.00
Annual div
$6.82
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$3.35
Full CPTAG 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 — CPTAG vs JEPI

📍 JEPI pulled ahead of the other in Year 5

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 PeriodCPTAGJEPI
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%.
📅

Dividend Calendar Overlap

Combined, CPTAG + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CPTAG
Annual income on $10K today (after 15% tax)
$2,319.48/yr
After 10yr DRIP, annual income (after tax)
$2.85/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, JEPI beats the other by $1,296.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CPTAG: 50%JEPI: 50%
100% JEPI50/50100% CPTAG
Portfolio after 10yr
$26.9K
Annual income
$765.99/yr
Blended yield
2.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CPTAG buys
0
JEPI buys
0
No recent congressional trades found for CPTAG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCPTAGJEPI
Forward yield27.29%8.40%
Annual dividend / share$6.82$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$24.7K$29.0K
Annual income after 10y$3.35$1,528.62
Total dividends collected$3.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCPTAG PortfolioCPTAG Income/yrJEPI PortfolioJEPI Income/yrGap
1$12,064$1,364.40$11,260$840.19+$804.00CPTAG
2$13,678$769.19$12,641$907.94+$1.0KCPTAG
3$15,043$407.51$14,150$978.20+$893.00CPTAG
4$16,306$209.43$15,795$1,050.85+$511.00CPTAG
5← crossover$17,553$106.08$17,584$1,125.74$31.00JEPI
6$18,835$53.36$19,526$1,202.74$691.00JEPI
7$20,180$26.76$21,628$1,281.69$1.4KJEPI
8$21,606$13.40$23,898$1,362.43$2.3KJEPI
9$23,125$6.70$26,347$1,444.79$3.2KJEPI
10$24,748$3.35$28,982$1,528.62$4.2KJEPI

CPTAG vs JEPI: Complete Analysis 2026

CPTAGStock

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

Full CPTAG 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.