HomeCompareCTRRF vs JEPI

CTRRF vs JEPI: Dividend Comparison 2026

CTRRF yields 5.55% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CTRRF wins by $11222.85M in total portfolio value
10 years
CTRRF
CTRRF
● Live price
5.55%
Share price
$12.28
Annual div
$0.68
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$11222.88M
Annual income
$10,847,654,284.63
Full CTRRF 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 — CTRRF vs JEPI

📍 CTRRF 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 PeriodCTRRFJEPI
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, CTRRF + JEPI cover 0 of 12 monthsgood coverage

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

CTRRF
Annual income on $10K today (after 15% tax)
$472.07/yr
After 10yr DRIP, annual income (after tax)
$9,220,506,141.94/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, CTRRF beats the other by $9,220,504,842.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CTRRF: 50%JEPI: 50%
100% JEPI50/50100% CTRRF
Portfolio after 10yr
$5611.45M
Annual income
$5,423,827,906.63/yr
Blended yield
96.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CTRRF buys
0
JEPI buys
0
No recent congressional trades found for CTRRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCTRRFJEPI
Forward yield5.55%8.40%
Annual dividend / share$0.68$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$11222.88M$29.0K
Annual income after 10y$10,847,654,284.63$1,528.62
Total dividends collected$11196.75M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCTRRF PortfolioCTRRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,811$1,110.75$11,260$840.19+$551.00CTRRF
2$15,090$2,452.11$12,641$907.94+$2.4KCTRRF
3$22,002$5,855.80$14,150$978.20+$7.9KCTRRF
4$39,501$15,959.18$15,795$1,050.85+$23.7KCTRRF
5$95,822$53,556.08$17,584$1,125.74+$78.2KCTRRF
6$345,366$242,835.93$19,526$1,202.74+$325.8KCTRRF
7$2,005,500$1,635,958.98$21,628$1,281.69+$1.98MCTRRF
8$19,902,584$17,756,699.15$23,898$1,362.43+$19.88MCTRRF
9$350,674,245$329,378,479.59$26,347$1,444.79+$350.65MCTRRF
10$11,222,875,727$10,847,654,284.63$28,982$1,528.62+$11222.85MCTRRF

CTRRF vs JEPI: Complete Analysis 2026

CTRRFStock

CT Real Estate Investment Trust (TSX:CRT.UN) is an unincorporated, closed-end real estate investment trust formed to own income-producing commercial properties primarily located in Canada. Its portfolio is comprised of over 350 properties totaling approximately 29 million square feet of GLA, consisting primarily of net leased single-tenant retail properties located across Canada. Canadian Tire Corporation, Limited is CT REIT's most significant tenant.

Full CTRRF 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.