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CTAGF vs JEPQ: Dividend Comparison 2026

CTAGF yields 57.14% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CTAGF wins by $521.0K in total portfolio value
10 years
CTAGF
CTAGF
● Live price
57.14%
Share price
$3.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$565.8K
Annual income
$127,359.58
Full CTAGF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — CTAGF vs JEPQ

📍 CTAGF 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 PeriodCTAGFJEPQ
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, CTAGF + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CTAGF pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

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

CTAGF
Annual income on $10K today (after 15% tax)
$4,857.14/yr
After 10yr DRIP, annual income (after tax)
$108,255.64/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, CTAGF beats the other by $106,425.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CTAGF + JEPQ for your $10,000?

CTAGF: 50%JEPQ: 50%
100% JEPQ50/50100% CTAGF
Portfolio after 10yr
$305.3K
Annual income
$64,756.08/yr
Blended yield
21.21%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CTAGF right now

CTAGF
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
2.6
Piotroski
5/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CTAGF buys
0
JEPQ buys
0
No recent congressional trades found for CTAGF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCTAGFJEPQ
Forward yield57.14%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$565.8K$44.8K
Annual income after 10y$127,359.58$2,152.59
Total dividends collected$464.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: CTAGF vs JEPQ ($10,000, DRIP)

YearCTAGF PortfolioCTAGF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$16,414$5,714.29$11,930$1,110.39+$4.5KCTAGF
2$26,329$8,765.97$14,133$1,224.34+$12.2KCTAGF
3$41,313$13,141.14$16,632$1,340.46+$24.7KCTAGF
4$63,476$19,270.90$19,454$1,457.97+$44.0KCTAGF
5$95,591$27,671.86$22,626$1,576.08+$73.0KCTAGF
6$141,229$38,945.95$26,175$1,694.09+$115.1KCTAGF
7$204,890$53,775.28$30,133$1,811.32+$174.8KCTAGF
8$292,144$72,911.59$34,531$1,927.17+$257.6KCTAGF
9$409,754$97,160.29$39,403$2,041.08+$370.4KCTAGF
10$565,797$127,359.58$44,787$2,152.59+$521.0KCTAGF

CTAGF vs JEPQ: Complete Analysis 2026

CTAGFStock

Capita plc provides consulting, digital, and software products and services to clients in the private and public sectors in the United Kingdom and internationally. It operates through Public Service, Experience, and Portfolio divisions. The company offers solutions for finance and accounting, procurement, property and infrastructure, travel and event, and workplace administration. It also provides customer experience transformation, contact management, collection, complaint handling, customer acquisition and retention, customer experience system and software, and data and analytics. In addition, the company offers capita licensing and support, support, digital policing, and engineering practice; education service and local education authority software; various solutions that help businesses create connected experiences that deliver right message across organisations, customers, and suppliers; solutions for central and local government services; corporate learning, fire service college, employability, and capita apprenticeship solutions; and employer branding and marketing, flexible workforce solutions, agile resourcing solutions, executive and specialist recruitment, background checking and vetting, and digital HR management and transformation solutions. Further, it provides pension administration and software, pensions consulting, and data, insights, and remediation solutions; automation, critical communication systems, finance and payment software, local education authority software, management information systems, and workforce management software solutions; cloud, cyber security, digital connectivity, IT services, robotic process automation, and workplace IT; and actuarial, defence, financial, healthcare, housing, legal, public safety, utility, and welfare and employability services. The company was formerly known as The Capita Group plc and changed its name to Capita plc in January 2012. Capita plc was founded in 1984 and is based in London, the United Kingdom.

Full CTAGF Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.