Is BKGFY or JEPQ a better dividend investment in 2026?

BKGFY currently yields 1.85% 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 BKGFY and JEPQ?

BKGFY has a forward dividend yield of 1.85% ($0.17/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 9.25 percentage points.

Home › Compare › BKGFY vs JEPQ

BKGFY vs JEPQ: Dividend Comparison 2026

BKGFY yields 1.85% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 BKGFY wins by $5.45M in total portfolio value· pulled ahead in Year 5

INVESTMENT

TIME HORIZON10 years

BKGFY

● Live price

1.85%

Share price

$9.17

Annual div

$0.17

5Y div CAGR

86.1%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$5.49M

Annual income

$4,527,167.37

Full BKGFY 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 — BKGFY vs JEPQ

📍 BKGFY pulled ahead of the other in Year 5

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	BKGFY	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, BKGFY + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

—

Sep

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Oct

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Nov

—

Dec

—

BKGFY pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BKGFY

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

$157.58/yr

After 10yr DRIP, annual income (after tax)

$3,848,092.26/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, BKGFY beats the other by $3,846,262.56/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 BKGFY + JEPQ for your $10,000?

BKGFY: 50%JEPQ: 50%

100% JEPQ50/50100% BKGFY

Portfolio after 10yr

$2.77M

Annual income

$2,264,659.98/yr

Blended yield

81.82%

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Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

BKGFY

Analyst Ratings

Sell

Consensus: Sell

Altman Z

3.7

Piotroski

6/9

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)

BKGFY buys

JEPQ buys

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

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

MetricBKGFYJEPQ

Forward yield	1.85%	11.10% ✓
Annual dividend / share	$0.17	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	86.1% ✓	0%
Portfolio after 10y	$5.49M	$44.8K ✓
Annual income after 10y	$4,527,167.37 ✓	$2,152.59
Total dividends collected	$5.39M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	BKGFY Portfolio	BKGFY Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,045	$345.01	$11,930	$1,110.39	$885.00 → JEPQ
2	$12,481	$662.76	$14,133	$1,224.34	$1.7K → JEPQ
3	$14,657	$1,302.56	$16,632	$1,340.46	$2.0K → JEPQ
4	$18,344	$2,660.50	$19,454	$1,457.97	$1.1K → JEPQ
5← crossover	$25,419	$5,791.11	$22,626	$1,576.08	+$2.8K → BKGFY
6	$41,155	$13,957.06	$26,175	$1,694.09	+$15.0K → BKGFY
7	$83,339	$39,303.02	$30,133	$1,811.32	+$53.2K → BKGFY
8	$227,597	$138,424.42	$34,531	$1,927.17	+$193.1K → BKGFY
9	$901,026	$657,496.80	$39,403	$2,041.08	+$861.6K → BKGFY
10	$5,491,265	$4,527,167.37	$44,787	$2,152.59	+$5.45M → BKGFY

BKGFY vs JEPQ: Complete Analysis 2026

BKGFY — Stock

The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brand names. The company was founded in 1976 and is headquartered in Cobham, the United Kingdom.

Full BKGFY 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.