HomeCompareCZMWF vs JEPI

CZMWF vs JEPI: Dividend Comparison 2026

CZMWF yields 1.66% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.5K in total portfolio value
10 years
CZMWF
CZMWF
● Live price
1.66%
Share price
$28.11
Annual div
$0.47
5Y div CAGR
8.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.5K
Annual income
$431.52
Full CZMWF 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 — CZMWF 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 PeriodCZMWFJEPI
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, CZMWF + JEPI cover 0 of 12 monthsgood coverage

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

CZMWF
Annual income on $10K today (after 15% tax)
$141.17/yr
After 10yr DRIP, annual income (after tax)
$366.79/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 $932.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CZMWF: 50%JEPI: 50%
100% JEPI50/50100% CZMWF
Portfolio after 10yr
$26.2K
Annual income
$980.07/yr
Blended yield
3.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CZMWF buys
0
JEPI buys
0
No recent congressional trades found for CZMWF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCZMWFJEPI
Forward yield1.66%8.40%
Annual dividend / share$0.47$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR8.3%0%
Portfolio after 10y$23.5K$29.0K
Annual income after 10y$431.52$1,528.62
Total dividends collected$2.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCZMWF PortfolioCZMWF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,880$179.87$11,260$840.19$380.00JEPI
2$11,840$198.07$12,641$907.94$801.00JEPI
3$12,886$218.16$14,150$978.20$1.3KJEPI
4$14,029$240.34$15,795$1,050.85$1.8KJEPI
5$15,276$264.82$17,584$1,125.74$2.3KJEPI
6$16,637$291.86$19,526$1,202.74$2.9KJEPI
7$18,123$321.73$21,628$1,281.69$3.5KJEPI
8$19,747$354.73$23,898$1,362.43$4.2KJEPI
9$21,520$391.20$26,347$1,444.79$4.8KJEPI
10$23,458$431.52$28,982$1,528.62$5.5KJEPI

CZMWF vs JEPI: Complete Analysis 2026

CZMWFStock

Carl Zeiss Meditec AG operates as a medical technology company in Germany, rest of Europe, the United States, Asia, and internationally. It operates in two segments, Ophthalmic Devices and Microsurgery. The Ophthalmic Devices segment offers products and solutions for the diagnosis and treatment of eye diseases; and systems and consumables for cataract, retinal, and refractive surgeries. It serves practicing ophthalmologists and optometrists, as well as physicians and surgeons in hospitals and outpatient surgery centers. The Microsurgery segment offers visualization solutions for invasive surgical treatments; and solutions in the area of ear, nose and throat, plastic and reconstructive, dental and spinal surgeries. It serves physicians in various fields and hospitals. The company was founded in 1846 and is headquartered in Jena, Germany. Carl Zeiss Meditec AG is a subsidiary of Carl Zeiss AG.

Full CZMWF 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.