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BNY vs JEPI: Dividend Comparison 2026

BNY yields 6.00% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BNY wins by $16.0K in total portfolio value
10 years
BNY
BNY
● Live price
6.00%
Share price
$10.20
Annual div
$0.61
5Y div CAGR
14%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.0K
Annual income
$4,573.62
Full BNY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — BNY vs JEPI

📍 BNY 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 PeriodBNYJEPI
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, BNY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BNY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

BNY
Annual income on $10K today (after 15% tax)
$510.00/yr
After 10yr DRIP, annual income (after tax)
$3,887.58/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, BNY beats the other by $2,588.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BNY + JEPI for your $10,000?

BNY: 50%JEPI: 50%
100% JEPI50/50100% BNY
Portfolio after 10yr
$37.0K
Annual income
$3,051.12/yr
Blended yield
8.25%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BNY right now

BNY
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
0.7
Piotroski
5/9
JEPI
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)

BNY buys
0
JEPI buys
0
No recent congressional trades found for BNY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBNYJEPI
Forward yield6.00%8.40%
Annual dividend / share$0.61$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR14%0%
Portfolio after 10y$45.0K$29.0K
Annual income after 10y$4,573.62$1,528.62
Total dividends collected$20.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: BNY vs JEPI ($10,000, DRIP)

YearBNY PortfolioBNY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,384$684.00$11,260$840.19+$124.00BNY
2$13,010$829.61$12,641$907.94+$369.00BNY
3$14,931$1,010.16$14,150$978.20+$781.00BNY
4$17,212$1,235.15$15,795$1,050.85+$1.4KBNY
5$19,933$1,516.93$17,584$1,125.74+$2.3KBNY
6$23,201$1,871.74$19,526$1,202.74+$3.7KBNY
7$27,146$2,321.03$21,628$1,281.69+$5.5KBNY
8$31,939$2,893.37$23,898$1,362.43+$8.0KBNY
9$37,802$3,627.01$26,347$1,444.79+$11.5KBNY
10$45,022$4,573.62$28,982$1,528.62+$16.0KBNY

BNY vs JEPI: Complete Analysis 2026

BNYStock

BlackRock New York Municipal Income Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets. It invests primarily in the investment grade municipal bonds exempt from federal income taxes and New York State and New York City personal income taxes. BlackRock New York Municipal Income Trust was formed on July 26, 2001 and is domiciled in United States.

Full BNY Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.