Is BEPTF or JEPQ a better dividend investment in 2026?

BEPTF currently yields 5.69% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between BEPTF and JEPQ?

BEPTF has a forward dividend yield of 5.69% ($0.05/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 5.41 percentage points.

Home › Compare › BEPTF vs JEPQ

BEPTF vs JEPQ: Dividend Comparison 2026

BEPTF yields 5.69% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 BEPTF wins by $12986.34M in total portfolio value· pulled ahead in Year 2

INVESTMENT

TIME HORIZON10 years

BEPTF

● Live price

5.69%

Share price

$0.88

Annual div

$0.05

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$12986.38M

Annual income

$12,562,601,434.28

Full BEPTF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — BEPTF vs JEPQ

📍 BEPTF pulled ahead of the other in Year 2

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 Period	BEPTF	JEPQ
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, BEPTF + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BEPTF pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BEPTF

Annual income on $10K today (after 15% tax)

$484.05/yr

After 10yr DRIP, annual income (after tax)

$10,678,211,219.14/yr

JEPQ

Annual income on $10K today (after 15% tax)

$943.83/yr

After 10yr DRIP, annual income (after tax)

$1,829.70/yr

At 15% tax rate, BEPTF beats the other by $10,678,209,389.44/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BEPTF: 50%JEPQ: 50%

100% JEPQ50/50100% BEPTF

Portfolio after 10yr

$6493.21M

Annual income

$6,281,301,793.43/yr

Blended yield

96.74%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

BEPTF

Analyst Ratings

Hold

Sell

Consensus: Hold

Price Target

$2.06

+134.6% upside vs current

Range: $2.06 — $2.06

Altman Z

1.8

Piotroski

4/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BEPTF buys

JEPQ buys

No recent congressional trades found for BEPTF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBEPTFJEPQ

Forward yield	5.69%	11.10% ✓
Annual dividend / share	$0.05	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$12986.38M ✓	$44.8K
Annual income after 10y	$12,562,601,434.28 ✓	$2,152.59
Total dividends collected	$12956.92M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	BEPTF Portfolio	BEPTF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,839	$1,138.95	$11,930	$1,110.39	$91.00 → JEPQ
2← crossover	$15,188	$2,520.37	$14,133	$1,224.34	+$1.1K → BEPTF
3	$22,295	$6,043.66	$16,632	$1,340.46	+$5.7K → BEPTF
4	$40,438	$16,582.47	$19,454	$1,457.97	+$21.0K → BEPTF
5	$99,487	$56,218.58	$22,626	$1,576.08	+$76.9K → BEPTF
6	$364,977	$258,525.81	$26,175	$1,694.09	+$338.8K → BEPTF
7	$2,163,279	$1,772,753.93	$30,133	$1,811.32	+$2.13M → BEPTF
8	$21,954,716	$19,640,007.01	$34,531	$1,927.17	+$21.92M → BEPTF
9	$396,057,403	$372,565,856.91	$39,403	$2,041.08	+$396.02M → BEPTF
10	$12,986,382,856	$12,562,601,434.28	$44,787	$2,152.59	+$12986.34M → BEPTF

BEPTF vs JEPQ: Complete Analysis 2026

BEPTF — Stock

Beach Energy Limited operates as an oil and gas exploration and production company. It engages in the operated and non-operated, onshore and offshore, and oil and gas production in five producing basins across Australia and New Zealand. The company also explores, develops, produces, and transports hydrocarbons; and sells gas and liquid hydrocarbons. As of June 30, 2022, it had a production capacity of 21.8 million barrels of oil equivalent; and 283 million barrels of oil equivalent of proved and probable reserves. The company was formerly known as Beach Petroleum Limited and changed its name to Beach Energy Limited in December 2009. Beach Energy Limited was incorporated in 1961 and is headquartered in Adelaide, Australia.

Full BEPTF Calculator →

JEPQ — ETF

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.