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BDXA vs JEPI: Dividend Comparison 2026

BDXA yields 3.38% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BDXA wins by $1.9K in total portfolio value· pulled ahead in Year 8
10 years
BDXA
BDXA
● Live price
3.38%
Share price
$59.24
Annual div
$2.00
5Y div CAGR
13.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.2K
Annual income
$1,792.98
Full BDXA 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 — BDXA vs JEPI

📍 BDXA pulled ahead of the other in Year 8

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 PeriodBDXAJEPI
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, BDXA + JEPI cover 0 of 12 monthsgood coverage

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

BDXA
Annual income on $10K today (after 15% tax)
$286.97/yr
After 10yr DRIP, annual income (after tax)
$1,524.03/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, BDXA beats the other by $186.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BDXA: 50%JEPI: 50%
100% JEPI50/50100% BDXA
Portfolio after 10yr
$30.3K
Annual income
$1,683.32/yr
Blended yield
5.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDXA buys
0
JEPI buys
0
No recent congressional trades found for BDXA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDXAJEPI
Forward yield3.38%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR13.5%0%
Portfolio after 10y$31.2K$29.3K
Annual income after 10y$1,792.98$1,573.67
Total dividends collected$9.2K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBDXA PortfolioBDXA Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,083$383.19$11,276$855.74$193.00JEPI
2$12,310$450.49$12,675$926.02$365.00JEPI
3$13,702$530.73$14,207$999.01$505.00JEPI
4$15,288$626.65$15,878$1,074.57$590.00JEPI
5$17,099$741.65$17,697$1,152.57$598.00JEPI
6$19,176$879.94$19,674$1,232.87$498.00JEPI
7$21,565$1,046.77$21,815$1,315.29$250.00JEPI
8← crossover$24,324$1,248.69$24,131$1,399.68+$193.00BDXA
9$27,520$1,493.96$26,630$1,485.86+$890.00BDXA
10$31,240$1,792.98$29,323$1,573.67+$1.9KBDXA

BDXA vs JEPI: Complete Analysis 2026

BDXAStock

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

Full BDXA 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.