HomeCompareBDRFY vs JEPI

BDRFY vs JEPI: Dividend Comparison 2026

BDRFY yields 1.28% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BDRFY wins by $8.4K in total portfolio value· pulled ahead in Year 8
10 years
BDRFY
BDRFY
● Live price
1.28%
Share price
$17.75
Annual div
$0.23
5Y div CAGR
38.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.4K
Annual income
$5,300.80
Full BDRFY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — BDRFY vs JEPI

📍 BDRFY pulled ahead of the other in Year 8

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBDRFYJEPI
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, BDRFY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BDRFY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

BDRFY
Annual income on $10K today (after 15% tax)
$108.57/yr
After 10yr DRIP, annual income (after tax)
$4,505.68/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, BDRFY beats the other by $3,206.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BDRFY: 50%JEPI: 50%
100% JEPI50/50100% BDRFY
Portfolio after 10yr
$33.2K
Annual income
$3,414.71/yr
Blended yield
10.28%
📊

Analyst Conviction Gap

Where Wall Street is split right now

BDRFY
Analyst Ratings
1
Buy
1
Sell
Consensus: Buy
Altman Z
6.0
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDRFY buys
0
JEPI buys
0
No recent congressional trades found for BDRFY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDRFYJEPI
Forward yield1.28%8.40%
Annual dividend / share$0.23$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR38.2%0%
Portfolio after 10y$37.4K$29.0K
Annual income after 10y$5,300.80$1,528.62
Total dividends collected$15.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBDRFY PortfolioBDRFY Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,877$176.52$11,260$840.19$383.00JEPI
2$11,886$247.98$12,641$907.94$755.00JEPI
3$13,068$350.01$14,150$978.20$1.1KJEPI
4$14,480$497.02$15,795$1,050.85$1.3KJEPI
5$16,205$711.30$17,584$1,125.74$1.4KJEPI
6$18,367$1,028.15$19,526$1,202.74$1.2KJEPI
7$21,158$1,505.16$21,628$1,281.69$470.00JEPI
8← crossover$24,878$2,239.45$23,898$1,362.43+$980.00BDRFY
9$30,021$3,401.07$26,347$1,444.79+$3.7KBDRFY
10$37,423$5,300.80$28,982$1,528.62+$8.4KBDRFY

BDRFY vs JEPI: Complete Analysis 2026

BDRFYStock

Beiersdorf Aktiengesellschaft engages in the manufacture and distribution of consumer goods in Europe, the Americas, Africa, Asia, and Australia. It operates in two segments, Consumer Business and Tesa Business. The Consumer Business Segment offers skin and body care products. The Tesa Business segment provides adhesive tapes and self-adhesive products and system solutions for industries, craft businesses, and consumers. This segment offers its system solutions to the automotive, electronics, printing and paper, and building and construction industries. It offers its products under the NIVEA, Eucerin, La Prairie, Labello, Hansaplast, 8x4, FLORENA, Coppertone, HIDROFUGAL, GAMMON, SKIN STORIES, FLORENA FERMENTED SKINCARE, STOP THE WATER WHILE USING ME, CHAUL, TESA, O.W.N., Chantecaille, Elastoplast, CURITAS, and Beiersdorf brands. The company was founded in 1882 and is headquartered in Hamburg, Germany. Beiersdorf Aktiengesellschaft is a subsidiary of maxingvest ag.

Full BDRFY 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.