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CSII vs JEPI: Dividend Comparison 2026

CSII yields 10.00% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CSII wins by $9.4K in total portfolio value
10 years
CSII
CSII
● Live price
10.00%
Share price
$20.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.8K
Annual income
$1,874.61
Full CSII calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — CSII vs JEPI

📍 CSII 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 PeriodCSIIJEPI
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, CSII + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CSII
Annual income on $10K today (after 15% tax)
$850.00/yr
After 10yr DRIP, annual income (after tax)
$1,593.42/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, CSII beats the other by $255.80/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

CSII: 50%JEPI: 50%
100% JEPI50/50100% CSII
Portfolio after 10yr
$34.0K
Annual income
$1,724.13/yr
Blended yield
5.07%
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Analyst Conviction Gap

Where Wall Street is split right now

CSII
No analyst data
Price Target
$17.50
-12.5% upside vs current
Range: $15.00 — $20.00
Altman Z
6.1
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSII buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSIIJEPI
Forward yield10.00%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.8K$29.3K
Annual income after 10y$1,874.61$1,573.67
Total dividends collected$14.3K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCSII PortfolioCSII Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,700$1,000.00$11,276$855.74+$424.00CSII
2$13,612$1,093.46$12,675$926.02+$937.00CSII
3$15,754$1,188.96$14,207$999.01+$1.5KCSII
4$18,143$1,286.02$15,878$1,074.57+$2.3KCSII
5$20,797$1,384.13$17,697$1,152.57+$3.1KCSII
6$23,736$1,482.82$19,674$1,232.87+$4.1KCSII
7$26,979$1,581.62$21,815$1,315.29+$5.2KCSII
8$30,548$1,680.12$24,131$1,399.68+$6.4KCSII
9$34,464$1,777.90$26,630$1,485.86+$7.8KCSII
10$38,751$1,874.61$29,323$1,573.67+$9.4KCSII

CSII vs JEPI: Complete Analysis 2026

CSIIStock

Cardiovascular Systems, Inc., a medical technology company, develops and commercializes solutions to treat peripheral and coronary artery diseases in the United States and internationally. The company offers peripheral artery disease products comprising catheter-based platforms to treat various plaque types in above and below the knee, including calcified plaque, as well as address various limitations related with surgical, catheter, and pharmacological treatment alternatives; and peripheral support products. It also provides Diamondback 360 Coronary orbital atherectomy systems (OAS), a coronary artery disease (CAD) product designed to facilitate stent delivery in patients with CAD who are acceptable candidates for percutaneous transluminal coronary angioplasty or stenting due to severely calcified coronary artery lesions. In addition, it offers guidewires, catheters, balloons, embolic protection system, and other OAS support products. Cardiovascular Systems, Inc. has a partnership with Chansu Vascular Technologies, LLC to develop novel peripheral and coronary everolimus drug-coated balloons. The company was formerly known as Shturman Cardiology Systems, Inc. and changed its name to Cardiovascular Systems, Inc. in January 2003. Cardiovascular Systems, Inc. was founded in 1989 and is headquartered in Saint Paul, Minnesota.

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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.