HomeCompareCSIOF vs JEPI

CSIOF vs JEPI: Dividend Comparison 2026

CSIOF yields 3.23% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.9K in total portfolio value
10 years
CSIOF
CSIOF
● Live price
3.23%
Share price
$9.06
Annual div
$0.29
5Y div CAGR
-5.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$220.43
Full CSIOF 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 — CSIOF vs JEPI

📍 JEPI 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 PeriodCSIOFJEPI
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, CSIOF + JEPI cover 0 of 12 monthsgood coverage

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

CSIOF
Annual income on $10K today (after 15% tax)
$274.15/yr
After 10yr DRIP, annual income (after tax)
$187.37/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, JEPI beats the other by $1,150.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSIOF: 50%JEPI: 50%
100% JEPI50/50100% CSIOF
Portfolio after 10yr
$26.4K
Annual income
$897.04/yr
Blended yield
3.40%
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Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

CSIOF
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
3.9
Piotroski
7/9
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)

CSIOF buys
0
JEPI buys
0
No recent congressional trades found for CSIOF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSIOFJEPI
Forward yield3.23%8.56%
Annual dividend / share$0.29$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-5.3%0%
Portfolio after 10y$23.4K$29.3K
Annual income after 10y$220.43$1,573.67
Total dividends collected$2.6K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCSIOF PortfolioCSIOF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,005$305.43$11,276$855.74$271.00JEPI
2$12,073$297.50$12,675$926.02$602.00JEPI
3$13,207$288.85$14,207$999.01$1.0KJEPI
4$14,411$279.66$15,878$1,074.57$1.5KJEPI
5$15,690$270.08$17,697$1,152.57$2.0KJEPI
6$17,049$260.24$19,674$1,232.87$2.6KJEPI
7$18,493$250.27$21,815$1,315.29$3.3KJEPI
8$20,027$240.26$24,131$1,399.68$4.1KJEPI
9$21,660$230.29$26,630$1,485.86$5.0KJEPI
10$23,396$220.43$29,323$1,573.67$5.9KJEPI

CSIOF vs JEPI: Complete Analysis 2026

CSIOFStock

Casio Computer Co., Ltd., together with its subsidiaries, develops, produces, and sells consumer, system equipment, and other products in Asia, Europe, Japan, North America, and internationally. Its Consumer segment offers watches, clocks, electronic dictionaries, electronic calculators, label printers, electronic musical instruments, digital cameras, etc. The company's System Equipment segment provides handheld terminals, electronic cash registers, management support systems, data projectors, etc. Its Others segment offers formed parts, molds, etc. Casio Computer Co., Ltd. was founded in 1957 and is headquartered in Tokyo, Japan.

Full CSIOF 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.