HomeCompareCHCLY vs JEPI

CHCLY vs JEPI: Dividend Comparison 2026

CHCLY yields 4.47% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CHCLY wins by $806.92M in total portfolio value
10 years
CHCLY
CHCLY
● Live price
4.47%
Share price
$34.23
Annual div
$1.53
5Y div CAGR
92.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$806.95M
Annual income
$759,828,470.42
Full CHCLY 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 — CHCLY vs JEPI

📍 CHCLY pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCHCLYJEPI
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%.
📅

Dividend Calendar Overlap

Combined, CHCLY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CHCLY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CHCLY
Annual income on $10K today (after 15% tax)
$379.93/yr
After 10yr DRIP, annual income (after tax)
$645,854,199.86/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, CHCLY beats the other by $645,852,900.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CHCLY: 50%JEPI: 50%
100% JEPI50/50100% CHCLY
Portfolio after 10yr
$403.49M
Annual income
$379,914,999.52/yr
Blended yield
94.16%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CHCLY right now

CHCLY
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
2.9
Piotroski
5/9
JEPI
No analyst data
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CHCLY buys
0
JEPI buys
0
No recent congressional trades found for CHCLY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCHCLYJEPI
Forward yield4.47%8.40%
Annual dividend / share$1.53$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR92.8%0%
Portfolio after 10y$806.95M$29.0K
Annual income after 10y$759,828,470.42$1,528.62
Total dividends collected$803.50M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCHCLY PortfolioCHCLY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,562$861.77$11,260$840.19+$302.00CHCLY
2$14,166$1,795.31$12,641$907.94+$1.5KCHCLY
3$19,122$3,963.67$14,150$978.20+$5.0KCHCLY
4$30,100$9,640.25$15,795$1,050.85+$14.3KCHCLY
5$59,551$27,343.76$17,584$1,125.74+$42.0KCHCLY
6$161,196$97,476.29$19,526$1,202.74+$141.7KCHCLY
7$647,909$475,429.11$21,628$1,281.69+$626.3KCHCLY
8$4,136,511$3,443,248.28$23,898$1,362.43+$4.11MCHCLY
9$44,036,697$39,610,630.04$26,347$1,444.79+$44.01MCHCLY
10$806,947,736$759,828,470.42$28,982$1,528.62+$806.92MCHCLY

CHCLY vs JEPI: Complete Analysis 2026

CHCLYStock

Citizen Watch Co., Ltd. manufactures and sells watches and their components worldwide. It operates through four segments: Watches, Machine Tools, Devices and Components, and Electronic and Other Products. The company offers movements, system clocks, sliding headstock type CNC automatic lathes, fixed headstock type CNC automatic lathes, automotive components, compact switches, chip LEDs, LEDs for lighting, crystal devices, motors, digital photo printers, POS and barcode printers, electronic thermometers, and electronic blood pressure monitors. The company was formerly known as Citizen Holdings Co., Ltd., and changed its name to Citizen Watch Co., Ltd. in October 2016. Citizen Watch Co., Ltd. was founded in 1918 and is headquartered in Nishitokyo, Japan.

Full CHCLY 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 →
📬

Get this CHCLY vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CHCLY vs SCHDCHCLY vs OCHCLY vs KOCHCLY vs MAINCHCLY vs JEPQCHCLY vs XYLDCHCLY vs DIVOCHCLY vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.