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JEPI vs CHUY: Dividend Comparison 2026

JEPI yields 8.56% · CHUY yields 5.34%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $909.00 in total portfolio value
10 years
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 →
CHUY
CHUY
● Live price
5.34%
Share price
$37.48
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.4K
Annual income
$750.40
Full CHUY calculator →

Portfolio growth — JEPI vs CHUY

📍 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 PeriodJEPICHUY
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, JEPI + CHUY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JEPI pays
CHUY pays
Both pay
Neither
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Tax Bracket Optimizer

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

JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
CHUY
Annual income on $10K today (after 15% tax)
$453.58/yr
After 10yr DRIP, annual income (after tax)
$637.84/yr
At 15% tax rate, JEPI beats the other by $699.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPI: 50%CHUY: 50%
100% CHUY50/50100% JEPI
Portfolio after 10yr
$28.9K
Annual income
$1,162.03/yr
Blended yield
4.03%
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Analyst Conviction Gap

Where Wall Street is most bullish on CHUY right now

JEPI
No analyst data
CHUY
Analyst Ratings
2
Buy
15
Hold
Consensus: Hold
Price Target
$39.25
+4.7% upside vs current
Range: $32.00 — $60.00
Altman Z
3.6
Piotroski
7/9
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)

JEPI buys
0
CHUY buys
0
No recent congressional trades found for JEPI or CHUY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPICHUY
Forward yield8.56%5.34%
Annual dividend / share$4.76$2.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.3K$28.4K
Annual income after 10y$1,573.67$750.40
Total dividends collected$12.0K$6.5K
Payment frequencymonthlyquarterly
SectorETFStock

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

YearJEPI PortfolioJEPI Income/yrCHUY PortfolioCHUY Income/yrGap
1← crossover$11,276$855.74$11,234$533.62+$42.00JEPI
2$12,675$926.02$12,580$560.23+$95.00JEPI
3$14,207$999.01$14,047$586.34+$160.00JEPI
4$15,878$1,074.57$15,642$611.88+$236.00JEPI
5$17,697$1,152.57$17,374$636.79+$323.00JEPI
6$19,674$1,232.87$19,251$661.02+$423.00JEPI
7$21,815$1,315.29$21,283$684.52+$532.00JEPI
8$24,131$1,399.68$23,481$707.27+$650.00JEPI
9$26,630$1,485.86$25,853$729.24+$777.00JEPI
10$29,323$1,573.67$28,414$750.40+$909.00JEPI

JEPI vs CHUY: Complete Analysis 2026

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 →

CHUYStock

Chuy's Holdings, Inc., through its subsidiaries, owns and operates full-service restaurants under the Chuy's name in the United States. As of December 26, 2021, it operated 96 restaurants in 17 states, including the Southeastern and Midwestern United States. The company was founded in 1982 and is headquartered in Austin, Texas.

Full CHUY 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.