HomeCompareCSDXF vs JEPI

CSDXF vs JEPI: Dividend Comparison 2026

CSDXF yields 4.38% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.3K in total portfolio value
10 years
CSDXF
CSDXF
● Live price
4.38%
Share price
$2.51
Annual div
$0.11
5Y div CAGR
-16.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$86.03
Full CSDXF 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 — CSDXF vs JEPI

📍 JEPI 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 PeriodCSDXFJEPI
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, CSDXF + JEPI cover 0 of 12 monthsgood coverage

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

CSDXF
Annual income on $10K today (after 15% tax)
$372.51/yr
After 10yr DRIP, annual income (after tax)
$73.13/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 $1,226.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSDXF: 50%JEPI: 50%
100% JEPI50/50100% CSDXF
Portfolio after 10yr
$25.8K
Annual income
$807.32/yr
Blended yield
3.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSDXF buys
0
JEPI buys
0
No recent congressional trades found for CSDXF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSDXFJEPI
Forward yield4.38%8.40%
Annual dividend / share$0.11$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-16.2%0%
Portfolio after 10y$22.7K$29.0K
Annual income after 10y$86.03$1,528.62
Total dividends collected$2.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCSDXF PortfolioCSDXF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,067$367.25$11,260$840.19$193.00JEPI
2$12,160$318.32$12,641$907.94$481.00JEPI
3$13,285$273.92$14,150$978.20$865.00JEPI
4$14,450$234.38$15,795$1,050.85$1.3KJEPI
5$15,661$199.65$17,584$1,125.74$1.9KJEPI
6$16,927$169.47$19,526$1,202.74$2.6KJEPI
7$18,255$143.45$21,628$1,281.69$3.4KJEPI
8$19,654$121.16$23,898$1,362.43$4.2KJEPI
9$21,132$102.16$26,347$1,444.79$5.2KJEPI
10$22,697$86.03$28,982$1,528.62$6.3KJEPI

CSDXF vs JEPI: Complete Analysis 2026

CSDXFStock

COSCO SHIPPING Energy Transportation Co., Ltd., an investment holding company, engages in the shipment of oil, liquefied natural gas (LNG), and chemicals along the coast of the People's Republic of China and internationally. It operates in Oil Shipment, LNG, and Others segments. The company also engages in the chartering of vessels; shipment of liquefied petroleum gas; and provision of shipping agency services. As of December 31, 2021, it owned 166 oil tankers with a total capacity of 25.24 million deadweight tons (DWT), including 154 self-owned oil tankers with a capacity of 21.86 million DWT, 12 chartered-in oil tankers with a capacity of 3.38 million DWT, and 2 oil tankers with a capacity of 0.369 million DWT; and 47 jointly-invested LNG vessels, which includes 38 LNG vessels in operation with an aggregate capacity of 6.42 million cubic meters and 9 LNG vessels under construction with an aggregate capacity of 1.56 cubic meters. The company was formerly known as China Shipping Development Company Limited and changed its name to COSCO SHIPPING Energy Transportation Co., Ltd. in October 2016. COSCO SHIPPING Energy Transportation Co., Ltd. was founded in 1994 and is based in Shanghai, the People's Republic of China.

Full CSDXF 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.