HomeCompareBGRY vs JEPQ

BGRY vs JEPQ: Dividend Comparison 2026

BGRY yields 142.86% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BGRY wins by $19.51M in total portfolio value
10 years
BGRY
BGRY
● Live price
142.86%
Share price
$1.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.55M
Annual income
$8,225,014.26
Full BGRY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — BGRY vs JEPQ

📍 BGRY 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 PeriodBGRYJEPQ
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, BGRY + JEPQ cover 0 of 12 monthsgood coverage

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

BGRY
Annual income on $10K today (after 15% tax)
$12,142.86/yr
After 10yr DRIP, annual income (after tax)
$6,991,262.12/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, BGRY beats the other by $6,989,432.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BGRY: 50%JEPQ: 50%
100% JEPQ50/50100% BGRY
Portfolio after 10yr
$9.80M
Annual income
$4,113,583.42/yr
Blended yield
41.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BGRY right now

BGRY
Analyst Ratings
2
Buy
2
Hold
Consensus: Buy
Price Target
$5.00
+257.1% upside vs current
Range: $5.00 — $5.00
Altman Z
-5.4
Piotroski
3/9
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)

BGRY buys
0
JEPQ buys
0
No recent congressional trades found for BGRY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBGRYJEPQ
Forward yield142.86%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.55M$44.8K
Annual income after 10y$8,225,014.26$2,152.59
Total dividends collected$18.03M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBGRY PortfolioBGRY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$24,986$14,285.71$11,930$1,110.39+$13.1KBGRY
2$60,093$33,358.76$14,133$1,224.34+$46.0KBGRY
3$139,283$74,982.82$16,632$1,340.46+$122.7KBGRY
4$311,456$162,423.26$19,454$1,457.97+$292.0KBGRY
5$672,698$339,440.31$22,626$1,576.08+$650.1KBGRY
6$1,404,965$685,177.81$26,175$1,694.09+$1.38MBGRY
7$2,840,723$1,337,410.52$30,133$1,811.32+$2.81MBGRY
8$5,566,801$2,527,227.75$34,531$1,927.17+$5.53MBGRY
9$10,584,947$4,628,469.98$39,403$2,041.08+$10.55MBGRY
10$19,550,908$8,225,014.26$44,787$2,152.59+$19.51MBGRY

BGRY vs JEPQ: Complete Analysis 2026

BGRYStock

Berkshire Grey, Inc., an intelligent enterprise robotics company, provides AI-enabled robotic solutions that automate supply chain operations in the United States and Japan. The company's solutions automate filling ecommerce orders for consumers or businesses, filling orders to resupply retail stores and groceries, and handling packages shipped to fill those orders. It serves retail, ecommerce, grocery, package handling, and third-party logistics markets. The company was founded in 2013 and is headquartered in Bedford, Massachusetts.

Full BGRY 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.