HomeCompareBKDTU vs JEPQ

BKDTU vs JEPQ: Dividend Comparison 2026

BKDTU yields 3.99% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $18.9K in total portfolio value
10 years
BKDTU
BKDTU
● Live price
3.99%
Share price
$50.13
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$515.43
Full BKDTU 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 — BKDTU vs JEPQ

📍 JEPQ 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 PeriodBKDTUJEPQ
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, BKDTU + JEPQ cover 0 of 12 monthsgood coverage

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

BKDTU
Annual income on $10K today (after 15% tax)
$339.12/yr
After 10yr DRIP, annual income (after tax)
$438.12/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, JEPQ beats the other by $1,391.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BKDTU: 50%JEPQ: 50%
100% JEPQ50/50100% BKDTU
Portfolio after 10yr
$35.4K
Annual income
$1,334.01/yr
Blended yield
3.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BKDTU buys
0
JEPQ buys
0
No recent congressional trades found for BKDTU or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBKDTUJEPQ
Forward yield3.99%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$25.9K$44.8K
Annual income after 10y$515.43$2,152.59
Total dividends collected$4.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBKDTU PortfolioBKDTU Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,099$398.96$11,930$1,110.39$831.00JEPQ
2$12,290$413.84$14,133$1,224.34$1.8KJEPQ
3$13,578$428.26$16,632$1,340.46$3.1KJEPQ
4$14,971$442.21$19,454$1,457.97$4.5KJEPQ
5$16,475$455.67$22,626$1,576.08$6.2KJEPQ
6$18,096$468.63$26,175$1,694.09$8.1KJEPQ
7$19,844$481.09$30,133$1,811.32$10.3KJEPQ
8$21,726$493.04$34,531$1,927.17$12.8KJEPQ
9$23,752$504.49$39,403$2,041.08$15.7KJEPQ
10$25,930$515.43$44,787$2,152.59$18.9KJEPQ

BKDTU vs JEPQ: Complete Analysis 2026

BKDTUStock

Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States. It operates in three segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRCs). The Independent Living segment owns or leases communities comprising independent and assisted living units in a single community that are primarily designed for middle to upper income seniors. The Assisted Living and Memory Care segment owns or leases communities consisting of freestanding multi-story communities and freestanding single-story communities, which offer housing and 24-hour assistance with activities of daily living for the Company's residents. This segment also operates memory care communities for residents with Alzheimer's and other dementias. The CCRCs segment owns or leases communities that provides various living arrangements, such as independent and assisted living, memory care, and skilled nursing; and services to accommodate various levels of physical ability and healthcare needs. It also manages communities on behalf of others. As of December 31, 2021, the company owned 347 communities, leased 299 communities, and managed 33 communities on behalf of others. Brookdale Senior Living Inc. was incorporated in 2005 and is headquartered in Brentwood, Tennessee.

Full BKDTU 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.