HomeCompareBASE vs JEPI

BASE vs JEPI: Dividend Comparison 2026

BASE yields 8.16% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BASE wins by $5.0K in total portfolio value
10 years
BASE
BASE
● Live price
8.16%
Share price
$24.51
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.3K
Annual income
$1,367.19
Full BASE 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 — BASE vs JEPI

📍 BASE 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 PeriodBASEJEPI
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, BASE + JEPI cover 0 of 12 monthsgood coverage

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

BASE
Annual income on $10K today (after 15% tax)
$693.59/yr
After 10yr DRIP, annual income (after tax)
$1,162.11/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 $175.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BASE: 50%JEPI: 50%
100% JEPI50/50100% BASE
Portfolio after 10yr
$31.8K
Annual income
$1,470.42/yr
Blended yield
4.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BASE buys
0
JEPI buys
0
No recent congressional trades found for BASE or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBASEJEPI
Forward yield8.16%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$34.3K$29.3K
Annual income after 10y$1,367.19$1,573.67
Total dividends collected$10.9K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBASE PortfolioBASE Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,516$815.99$11,276$855.74+$240.00BASE
2$13,200$878.22$12,675$926.02+$525.00BASE
3$15,065$940.81$14,207$999.01+$858.00BASE
4$17,123$1,003.48$15,878$1,074.57+$1.2KBASE
5$19,388$1,065.95$17,697$1,152.57+$1.7KBASE
6$21,873$1,127.97$19,674$1,232.87+$2.2KBASE
7$24,593$1,189.30$21,815$1,315.29+$2.8KBASE
8$27,565$1,249.73$24,131$1,399.68+$3.4KBASE
9$30,803$1,309.08$26,630$1,485.86+$4.2KBASE
10$34,327$1,367.19$29,323$1,573.67+$5.0KBASE

BASE vs JEPI: Complete Analysis 2026

BASEStock

Couchbase, Inc. provides a database for enterprise applications worldwide. Its database works in multiple configurations, ranging from cloud to multi- or hybrid-cloud to on-premise environments to the edge. The company offers Couchbase Server, a multi-service NoSQL database, which provides SQL-compatible query language and SQL++, that allows for a various array of data manipulation functions; and Couchbase Capella, an automated and secure Database-as-a-Service that helps in database management by deploying, managing, and operating Couchbase Server across cloud environments. It also provides Couchbase Mobile, an embedded NoSQL database for mobile and edge devices that enables an always-on experience with high data availability, even without internet connectivity, as well as synchronization gateway that allows for secure data sync between mobile devices and the backend data store. The company sells its platform through direct sales force and an ecosystem of partners. It servs governments and organizations, as well as enterprises in various industries, including retail and e-commerce, travel and hospitality, financial services and insurance, software and technology, gaming, media and entertainment, and industrials. The company was formerly known as Membase, Inc. and changed its name to Couchbase, Inc. in February 2011. Couchbase, Inc. was incorporated in 2008 and is headquartered in Santa Clara, California.

Full BASE 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.