HomeCompareCUAEF vs JEPQ

CUAEF vs JEPQ: Dividend Comparison 2026

CUAEF yields 7.26% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CUAEF wins by $55891.68M in total portfolio value
10 years
CUAEF
CUAEF
● Live price
7.26%
Share price
$6.25
Annual div
$0.45
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$55891.72M
Annual income
$54,450,729,199.84
Full CUAEF 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 — CUAEF vs JEPQ

📍 CUAEF 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 PeriodCUAEFJEPQ
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, CUAEF + JEPQ cover 0 of 12 monthsgood coverage

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

CUAEF
Annual income on $10K today (after 15% tax)
$617.02/yr
After 10yr DRIP, annual income (after tax)
$46,283,119,819.86/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, CUAEF beats the other by $46,283,117,990.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CUAEF: 50%JEPQ: 50%
100% JEPQ50/50100% CUAEF
Portfolio after 10yr
$27945.88M
Annual income
$27,225,365,676.21/yr
Blended yield
97.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CUAEF buys
0
JEPQ buys
0
No recent congressional trades found for CUAEF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCUAEFJEPQ
Forward yield7.26%11.10%
Annual dividend / share$0.45$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$55891.72M$44.8K
Annual income after 10y$54,450,729,199.84$2,152.59
Total dividends collected$55792.90M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCUAEF PortfolioCUAEF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,152$1,451.81$11,930$1,110.39+$222.00CUAEF
2$16,300$3,297.59$14,133$1,224.34+$2.2KCUAEF
3$25,709$8,267.80$16,632$1,340.46+$9.1KCUAEF
4$51,883$24,374.18$19,454$1,457.97+$32.4KCUAEF
5$147,457$91,942.42$22,626$1,576.08+$124.8KCUAEF
6$646,212$488,433.15$26,175$1,694.09+$620.0KCUAEF
7$4,692,382$4,000,934.84$30,133$1,811.32+$4.66MCUAEF
8$59,324,125$54,303,276.84$34,531$1,927.17+$59.29MCUAEF
9$1,346,723,855$1,283,247,041.55$39,403$2,041.08+$1346.68MCUAEF
10$55,891,723,725$54,450,729,199.84$44,787$2,152.59+$55891.68MCUAEF

CUAEF vs JEPQ: Complete Analysis 2026

CUAEFStock

China Shenhua Energy Company Limited and its subsidiaries engage in the production and sales of coal and power; railway, port, and shipping transportation; and coal-to-olefins businesses in the People's Republic of China and internationally. It operates through six segments: Coal, Power, Railway, Port, Shipping, and Coal Chemical. The Coal segment produces coal from surface and underground mines; and sells coal to power plants, metallurgical and coal chemical producers, and provincial/regional electric grid companies. As of December 31, 2021, this segment had the recoverable coal reserves of 14.15 billion tones. The Power segment generates electric power through thermal, wind, water, and gas; and sells electric power to power grid companies. The Railway segment provides railway transportation services. The Port segment offers loading, transportation, and storage services. The Shipping segment provides shipment transportation services. The Coal Chemical segment produces and sells methanol; and polyethylene and polypropylene, as well as other by-products. The company was incorporated in 2004 and is based in Beijing, the People's Republic of China. China Shenhua Energy Company Limited is a subsidiary of China Energy Investment Corporation Limited.

Full CUAEF 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.