HomeCompareCTAQU vs JEPI

CTAQU vs JEPI: Dividend Comparison 2026

CTAQU yields 19.63% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CTAQU wins by $42.4K in total portfolio value
10 years
CTAQU
CTAQU
● Live price
19.63%
Share price
$10.19
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$71.4K
Annual income
$6,474.72
Full CTAQU 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 — CTAQU vs JEPI

📍 CTAQU pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCTAQUJEPI
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, CTAQU + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CTAQU
Annual income on $10K today (after 15% tax)
$1,668.30/yr
After 10yr DRIP, annual income (after tax)
$5,503.51/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, CTAQU beats the other by $4,204.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CTAQU: 50%JEPI: 50%
100% JEPI50/50100% CTAQU
Portfolio after 10yr
$50.2K
Annual income
$4,001.67/yr
Blended yield
7.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CTAQU buys
0
JEPI buys
0
No recent congressional trades found for CTAQU or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCTAQUJEPI
Forward yield19.63%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$71.4K$29.0K
Annual income after 10y$6,474.72$1,528.62
Total dividends collected$40.2K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCTAQU PortfolioCTAQU Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,663$1,962.71$11,260$840.19+$1.4KCTAQU
2$15,872$2,322.73$12,641$907.94+$3.2KCTAQU
3$19,704$2,720.92$14,150$978.20+$5.6KCTAQU
4$24,240$3,156.85$15,795$1,050.85+$8.4KCTAQU
5$29,566$3,629.54$17,584$1,125.74+$12.0KCTAQU
6$35,773$4,137.45$19,526$1,202.74+$16.2KCTAQU
7$42,956$4,678.56$21,628$1,281.69+$21.3KCTAQU
8$51,213$5,250.41$23,898$1,362.43+$27.3KCTAQU
9$60,648$5,850.17$26,347$1,444.79+$34.3KCTAQU
10$71,369$6,474.72$28,982$1,528.62+$42.4KCTAQU

CTAQU vs JEPI: Complete Analysis 2026

CTAQUStock

Carney Technology Acquisition Corp. II does not have significant operations. The company intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company focuses on searching for a potential business combination target in the technology industry. Carney Technology Acquisition Corp. II was incorporated in 2020 and is based in Palo Alto, California.

Full CTAQU 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 →
📬

Get this CTAQU vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CTAQU vs SCHDCTAQU vs OCTAQU vs KOCTAQU vs MAINCTAQU vs JEPQCTAQU vs XYLDCTAQU vs DIVOCTAQU vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.