HomeCompareJEPQ vs CAPL

JEPQ vs CAPL: Dividend Comparison 2026

JEPQ yields 11.47% · CAPL yields 10.21%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $5.0K in total portfolio value
10 years
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →
CAPL
CAPL
● Live price
10.21%
Share price
$20.57
Annual div
$2.10
5Y div CAGR
1.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,232.50
Full CAPL calculator →

Portfolio growth — JEPQ vs CAPL

📍 JEPQ 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 PeriodJEPQCAPL
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, JEPQ + CAPL cover 0 of 12 monthsgood coverage

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

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

JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
CAPL
Annual income on $10K today (after 15% tax)
$867.77/yr
After 10yr DRIP, annual income (after tax)
$1,897.63/yr
At 15% tax rate, JEPQ beats the other by $31.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPQ: 50%CAPL: 50%
100% CAPL50/50100% JEPQ
Portfolio after 10yr
$43.3K
Annual income
$2,250.84/yr
Blended yield
5.20%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CAPL right now

JEPQ
No analyst data
CAPL
Analyst Ratings
6
Buy
8
Hold
1
Sell
Consensus: Hold
Altman Z
6.6
Piotroski
5/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys
1
CAPL buys
0
PoliticianChamberTickerTypeAmountDate
Robert J. Wittman🏢 House$JEPQ▲ Buy$1,001 - $15,0002022-09-27
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPQCAPL
Forward yield11.47%10.21%
Annual dividend / share$6.16$2.10
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%1.1%
Portfolio after 10y$45.8K$40.8K
Annual income after 10y$2,269.18$2,232.50
Total dividends collected$17.1K$16.0K
Payment frequencymonthlyquarterly
SectorETFStock

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

YearJEPQ PortfolioJEPQ Income/yrCAPL PortfolioCAPL Income/yrGap
1← crossover$11,967$1,146.53$11,732$1,032.13+$235.00JEPQ
2$14,216$1,268.02$13,698$1,144.14+$518.00JEPQ
3$16,774$1,392.20$15,919$1,262.16+$855.00JEPQ
4$19,667$1,518.21$18,419$1,385.93+$1.2KJEPQ
5$22,925$1,645.21$21,223$1,515.18+$1.7KJEPQ
6$26,578$1,772.40$24,358$1,649.62+$2.2KJEPQ
7$30,656$1,899.04$27,852$1,788.92+$2.8KJEPQ
8$35,194$2,024.45$31,735$1,932.73+$3.5KJEPQ
9$40,228$2,148.01$36,037$2,080.71+$4.2KJEPQ
10$45,796$2,269.18$40,792$2,232.50+$5.0KJEPQ

JEPQ vs CAPL: Complete Analysis 2026

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 →

CAPLStock

CrossAmerica Partners LP engages in the wholesale distribution of motor fuels, operation of convenience stores, and ownership and leasing of real estate used in the retail distribution of motor fuels in the United States. It operates in two segments, Wholesale and Retail. The Wholesale segment engages in the wholesale distribution of motor fuels to lessee dealers, independent dealers, commission agents, and company operated retail sites. The Retail segment is involved in the sale of convenience merchandise items; and retail sale of motor fuels at company operated retail sites and retail sites operated by commission agents. As of December 31, 2021, the company distributed motor fuel on a wholesale basis to approximately 1,750 sites located in 34 states; and owned or leased approximately 1,150 sites. CrossAmerica GP LLC operates as the general partner of the company. The company was formerly known as Lehigh Gas Partners LP and changed its name to CrossAmerica Partners LP in October 2014. The company was founded in 1992 and is based in Allentown, Pennsylvania.

Full CAPL 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.