HomeCompareCHGCF vs JEPI

CHGCF vs JEPI: Dividend Comparison 2026

CHGCF yields 2.90% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CHGCF wins by $350.24M in total portfolio value
10 years
CHGCF
CHGCF
● Live price
2.90%
Share price
$55.78
Annual div
$1.62
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$350.27M
Annual income
$328,490,171.71
Full CHGCF 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 — CHGCF vs JEPI

📍 CHGCF 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 PeriodCHGCFJEPI
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, CHGCF + JEPI cover 0 of 12 monthsgood coverage

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

CHGCF
Annual income on $10K today (after 15% tax)
$246.26/yr
After 10yr DRIP, annual income (after tax)
$279,216,645.95/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, CHGCF beats the other by $279,215,346.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CHGCF: 50%JEPI: 50%
100% JEPI50/50100% CHGCF
Portfolio after 10yr
$175.15M
Annual income
$164,245,850.16/yr
Blended yield
93.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CHGCF buys
0
JEPI buys
0
No recent congressional trades found for CHGCF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCHGCFJEPI
Forward yield2.90%8.40%
Annual dividend / share$1.62$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$350.27M$29.0K
Annual income after 10y$328,490,171.71$1,528.62
Total dividends collected$348.65M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCHGCF PortfolioCHGCF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,279$579.45$11,260$840.19+$19.00CHGCF
2$13,291$1,221.65$12,641$907.94+$650.00CHGCF
3$16,912$2,690.62$14,150$978.20+$2.8KCHGCF
4$24,495$6,399.38$15,795$1,050.85+$8.7KCHGCF
5$43,534$17,324.98$17,584$1,125.74+$25.9KCHGCF
6$104,136$57,554.30$19,526$1,202.74+$84.6KCHGCF
7$368,757$257,331.25$21,628$1,281.69+$347.1KCHGCF
8$2,097,816$1,703,246.11$23,898$1,362.43+$2.07MCHGCF
9$20,356,014$18,111,350.35$26,347$1,444.79+$20.33MCHGCF
10$350,271,106$328,490,171.71$28,982$1,528.62+$350.24MCHGCF

CHGCF vs JEPI: Complete Analysis 2026

CHGCFStock

Chugai Pharmaceutical Co., Ltd., together with its subsidiaries, engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally. The company's products for oncology primarily include Avastin, FoundationOne, Polivy, Rozlytrek, Tecentriq, Perjeta, Alecensa, Herceptin, Kadcyla, Rituxan, and Gazyva; osteoporosis, including Actemra, Edirol, and Bonviva; Mircera, an erythropoiesis agent; Oxarol, an agent for secondary hyperparathyroidism; and other diseases comprise Hemlibra, CellCept, Tamiflu, Evrysdi, Ronapreve, Vabysmo, and Enspryng. It has various development product candidates in the areas of oncology, immunology, neuroscience, hematology, ophthalmology, and other diseases. Chugai Pharmaceutical Co., Ltd. has strategic alliances with Roche Group; and collaboration and joint research with academia. The company was founded in 1925 and is headquartered in Chuo, Japan. Chugai Pharmaceutical Co., Ltd. is a subsidiary of Roche Holding Ltd.

Full CHGCF 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.