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BIRDF vs JEPQ: Dividend Comparison 2026

BIRDF yields 2.12% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BIRDF wins by $83.06M in total portfolio value· pulled ahead in Year 4
10 years
BIRDF
BIRDF
● Live price
2.12%
Share price
$28.64
Annual div
$0.61
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$83.10M
Annual income
$76,203,540.57
Full BIRDF 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 — BIRDF vs JEPQ

📍 BIRDF pulled ahead of the other in Year 4

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 PeriodBIRDFJEPQ
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, BIRDF + JEPQ cover 0 of 12 monthsgood coverage

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

BIRDF
Annual income on $10K today (after 15% tax)
$180.42/yr
After 10yr DRIP, annual income (after tax)
$64,773,009.48/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, BIRDF beats the other by $64,771,179.78/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 BIRDF + JEPQ for your $10,000?

BIRDF: 50%JEPQ: 50%
100% JEPQ50/50100% BIRDF
Portfolio after 10yr
$41.57M
Annual income
$38,102,846.57/yr
Blended yield
91.65%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BIRDF right now

BIRDF
Analyst Ratings
2
Buy
1
Hold
Consensus: Buy
Altman Z
3.3
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BIRDF buys
0
JEPQ buys
0
No recent congressional trades found for BIRDF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBIRDFJEPQ
Forward yield2.12%11.10%
Annual dividend / share$0.61$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$83.10M$44.8K
Annual income after 10y$76,203,540.57$2,152.59
Total dividends collected$82.55M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBIRDF PortfolioBIRDF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,125$424.51$11,930$1,110.39$805.00JEPQ
2$12,786$882.71$14,133$1,224.34$1.3KJEPQ
3$15,577$1,896.33$16,632$1,340.46$1.1KJEPQ
4← crossover$20,986$4,318.37$19,454$1,457.97+$1.5KBIRDF
5$33,329$10,874.39$22,626$1,576.08+$10.7KBIRDF
6$67,944$32,281.12$26,175$1,694.09+$41.8KBIRDF
7$195,703$123,002.88$30,133$1,811.32+$165.6KBIRDF
8$871,632$662,230.52$34,531$1,927.17+$837.1KBIRDF
9$6,445,700$5,513,053.08$39,403$2,041.08+$6.41MBIRDF
10$83,100,439$76,203,540.57$44,787$2,152.59+$83.06MBIRDF

BIRDF vs JEPQ: Complete Analysis 2026

BIRDFStock

Bird Construction Inc. operates as a general contractor in Canada. The company primarily focuses on projects in the industrial, commercial, and institutional sectors of the general contracting industry. It constructs industrial buildings, including manufacturing, processing, distribution, and warehouse facilities; undertakes structural, mechanical, piping, electrical, and instrumentation works that include off-site metal and modular fabrication; and provides insulation, metal siding and cladding, ductwork, asbestos abatement, and high voltage testing and commissioning services, as well as constructs power lines. The company also engages in the civil construction operations, such as site preparation and earthworks, underground piping, foundations, and other concrete services, as well as mine support and hydroelectric construction service; and civil infrastructure operations comprising road, bridge, rail, and underground utilities installation. In addition, it constructs and renovates hospitals, post-secondary education facilities, K-12 schools, recreation facilities, prisons, courthouses, government buildings, and long term care and senior housing facilities; and constructs and renovates office buildings, shopping malls, big box stores, hotels, and mixed-use high-rise and mid-rise residential projects, and well as offers electrical and related system services, which include electrical and mechanical infrastructure design and installation, data communications, security, and lifecycle services. It serves clients in the oil and gas, liquefied natural gas, mining, renewables, water and wastewater, nuclear, infrastructure, and residential sectors. Bird Construction Inc. was founded in 1920 and is based in Mississauga, Canada.

Full BIRDF 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.