HomeCompareCBHC vs JEPI

CBHC vs JEPI: Dividend Comparison 2026

CBHC yields 2.82% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CBHC wins by $248.2K in total portfolio value· pulled ahead in Year 3
10 years
CBHC
CBHC
● Live price
2.82%
Share price
$28.40
Annual div
$0.80
5Y div CAGR
53.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$277.2K
Annual income
$141,759.99
Full CBHC 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 — CBHC vs JEPI

📍 CBHC pulled ahead of the other in Year 3

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 PeriodCBHCJEPI
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, CBHC + JEPI cover 0 of 12 monthsgood coverage

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

CBHC
Annual income on $10K today (after 15% tax)
$239.44/yr
After 10yr DRIP, annual income (after tax)
$120,495.99/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, CBHC beats the other by $119,196.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBHC: 50%JEPI: 50%
100% JEPI50/50100% CBHC
Portfolio after 10yr
$153.1K
Annual income
$71,644.31/yr
Blended yield
46.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBHC buys
0
JEPI buys
0
No recent congressional trades found for CBHC or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBHCJEPI
Forward yield2.82%8.40%
Annual dividend / share$0.80$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR53.6%0%
Portfolio after 10y$277.2K$29.0K
Annual income after 10y$141,759.99$1,528.62
Total dividends collected$242.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCBHC PortfolioCBHC Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,133$432.68$11,260$840.19$127.00JEPI
2$12,603$691.46$12,641$907.94$38.00JEPI
3← crossover$14,609$1,123.74$14,150$978.20+$459.00CBHC
4$17,502$1,869.90$15,795$1,050.85+$1.7KCBHC
5$21,943$3,215.73$17,584$1,125.74+$4.4KCBHC
6$29,266$5,787.52$19,526$1,202.74+$9.7KCBHC
7$42,396$11,080.93$21,628$1,281.69+$20.8KCBHC
8$68,407$23,043.00$23,898$1,362.43+$44.5KCBHC
9$126,568$53,372.88$26,347$1,444.79+$100.2KCBHC
10$277,188$141,759.99$28,982$1,528.62+$248.2KCBHC

CBHC vs JEPI: Complete Analysis 2026

CBHCStock

CBC Holding Company operates as the holding company for Community Banking Company of Fitzgerald that provides various banking products and services. It offers personal and business checking accounts; personal savings accounts; and certificates of deposits and individual retirement accounts. The company also provides mortgage, personal, home equity, and commercial loans. In addition, it offers online and mobile banking, telephone banking, bill pay, person-to-person payment, debit card, safe deposit box, night deposit, cashier's checks, merchant card, remote deposit, and ACH origination services. The company was founded in 1996 and is based in Fitzgerald, Georgia.

Full CBHC 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.