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BASE vs JEPQ: Dividend Comparison 2026

BASE yields 8.16% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $11.5K 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 →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — BASE vs JEPQ

📍 JEPQ 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 PeriodBASEJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BASE pays
JEPQ 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
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $766.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BASE: 50%JEPQ: 50%
100% JEPQ50/50100% BASE
Portfolio after 10yr
$40.1K
Annual income
$1,818.18/yr
Blended yield
4.54%
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Analyst Conviction Gap

Where Wall Street is most bullish on BASE right now

BASE
Analyst Ratings
3
Buy
13
Hold
1
Sell
Consensus: Hold
Price Target
$23.65
-3.5% upside vs current
Range: $18.00 — $31.00
Altman Z
3.4
Piotroski
2/9
JEPQ
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BASE buys
0
JEPQ buys
0
No recent congressional trades found for BASE or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBASEJEPQ
Forward yield8.16%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.3K$45.8K
Annual income after 10y$1,367.19$2,269.18
Total dividends collected$10.9K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBASE PortfolioBASE Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,516$815.99$11,967$1,146.53$451.00JEPQ
2$13,200$878.22$14,216$1,268.02$1.0KJEPQ
3$15,065$940.81$16,774$1,392.20$1.7KJEPQ
4$17,123$1,003.48$19,667$1,518.21$2.5KJEPQ
5$19,388$1,065.95$22,925$1,645.21$3.5KJEPQ
6$21,873$1,127.97$26,578$1,772.40$4.7KJEPQ
7$24,593$1,189.30$30,656$1,899.04$6.1KJEPQ
8$27,565$1,249.73$35,194$2,024.45$7.6KJEPQ
9$30,803$1,309.08$40,228$2,148.01$9.4KJEPQ
10$34,327$1,367.19$45,796$2,269.18$11.5KJEPQ

BASE vs JEPQ: 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 →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.