HomeCompareBDMS vs JEPQ

BDMS vs JEPQ: Dividend Comparison 2026

BDMS yields 18.87% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.7K in total portfolio value
10 years
BDMS
BDMS
● Live price
18.87%
Share price
$10.60
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.1K
Annual income
$2.16
Full BDMS 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 — BDMS 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 PeriodBDMSJEPQ
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, BDMS + JEPQ cover 0 of 12 monthsgood coverage

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

BDMS
Annual income on $10K today (after 15% tax)
$1,603.77/yr
After 10yr DRIP, annual income (after tax)
$1.84/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 $1,926.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BDMS: 50%JEPQ: 50%
100% JEPQ50/50100% BDMS
Portfolio after 10yr
$34.4K
Annual income
$1,135.67/yr
Blended yield
3.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDMS buys
0
JEPQ buys
0
No recent congressional trades found for BDMS or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDMSJEPQ
Forward yield18.87%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$23.1K$45.8K
Annual income after 10y$2.16$2,269.18
Total dividends collected$2.0K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBDMS PortfolioBDMS Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,643$943.40$11,967$1,146.53$324.00JEPQ
2$12,972$513.29$14,216$1,268.02$1.2KJEPQ
3$14,147$267.22$16,774$1,392.20$2.6KJEPQ
4$15,273$136.18$19,667$1,518.21$4.4KJEPQ
5$16,411$68.70$22,925$1,645.21$6.5KJEPQ
6$17,595$34.50$26,578$1,772.40$9.0KJEPQ
7$18,843$17.28$30,656$1,899.04$11.8KJEPQ
8$20,171$8.65$35,194$2,024.45$15.0KJEPQ
9$21,587$4.33$40,228$2,148.01$18.6KJEPQ
10$23,101$2.16$45,796$2,269.18$22.7KJEPQ

BDMS vs JEPQ: Complete Analysis 2026

BDMSStock

BDMS is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in BDMS shares.

Full BDMS 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.