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BREE vs MRK: Dividend Comparison 2026

BREE yields 9.22% · MRK yields 3.25%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BREE wins by $6.1K in total portfolio value
10 years
BREE
BREE
● Live price
9.22%
Share price
$21.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,647.38
Full BREE calculator →
MRK
Merck & Co. Inc.
● Live price
3.25%
Share price
$94.80
Annual div
$3.08
5Y div CAGR
8.2%
Payout ratio
42%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$950.29
Full MRK calculator →

Portfolio growth — BREE vs MRK

📍 BREE 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 PeriodBREEMRK
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, BREE + MRK cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
BREE pays
MRK pays
Both pay
Neither
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Tax Bracket Optimizer

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

BREE
Annual income on $10K today (after 15% tax)
$783.41/yr
After 10yr DRIP, annual income (after tax)
$1,400.27/yr
MRK
Annual income on $10K today (after 15% tax)
$276.16/yr
After 10yr DRIP, annual income (after tax)
$807.75/yr
At 15% tax rate, BREE beats the other by $592.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BREE + MRK for your $10,000?

BREE: 50%MRK: 50%
100% MRK50/50100% BREE
Portfolio after 10yr
$33.8K
Annual income
$1,298.84/yr
Blended yield
3.85%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

BREE
No analyst data
MRK
Analyst Ratings
25
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$128.54
+35.6% upside vs current
Range: $100.00 — $150.00
Altman Z
4.0
Piotroski
6/9
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)

BREE buys
0
MRK buys
8
PoliticianChamberTickerTypeAmountDate
Josh Gottheimer🏢 House$MRK▲ Buy$1,001 - $15,0002026-02-04
Michael McCaul🏢 House$MRK▼ Sell$15,001 - $50,0002026-01-13
Gilbert Cisneros🏢 House$MRK▲ Buy$1,001 - $15,0002025-12-19
Julie Johnson🏢 House$MRK▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$MRK▼ Sell$1,001 - $15,0002025-11-13
Ro Khanna🏢 House$MRK▼ Sell$1,001 - $15,0002025-09-29
Val Hoyle🏢 House$MRK▼ Sell$1,001 - $15,0002025-09-23
Marjorie Taylor Greene🏢 House$MRK▲ Buy$1,001 - $15,0002025-08-28
Julie Johnson🏢 House$MRK▼ Sell$1,001 - $15,0002025-08-14
Gilbert Cisneros🏢 House$MRK▲ Buy$1,001 - $15,0002025-08-05
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBREEMRK
Forward yield9.22% ✓3.25%
Annual dividend / share$2.00$3.08 ✓
Payout ratio50%42% ✓
1-year div growth0%5.5% ✓
5-year div CAGR0%8.2% ✓
Portfolio after 10y$36.8K ✓$30.7K
Annual income after 10y$1,647.38 ✓$950.29
Total dividends collected$12.9K ✓$6.1K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: BREE vs MRK ($10,000, DRIP)

YearBREE PortfolioBREE Income/yrMRK PortfolioMRK Income/yrGap
1← crossover$11,622$921.66$11,192$351.54+$430.00 → BREE
2$13,436$1,001.05$12,524$392.70+$912.00 → BREE
3$15,458$1,081.63$14,015$438.65+$1.4K → BREE
4$17,703$1,163.01$15,682$489.96+$2.0K → BREE
5$20,188$1,244.78$17,547$547.23+$2.6K → BREE
6$22,927$1,326.58$19,632$611.16+$3.3K → BREE
7$25,940$1,408.05$21,963$682.53+$4.0K → BREE
8$29,245$1,488.87$24,571$762.18+$4.7K → BREE
9$32,861$1,568.74$27,486$851.08+$5.4K → BREE
10$36,808$1,647.38$30,745$950.29+$6.1K → BREE

BREE vs MRK: Complete Analysis 2026

BREE — Stock

EVPF is an actively managed ETF that invests primarily in preferred securities and other income-producing instruments. The portfolio emphasizes preferred and hybrid securities, often issued by financial services companies, in pursuit of income and total return.

Full BREE Calculator →

MRK — Healthcare

Merck is a Dividend Aristocrat with 14+ consecutive years of increases. Keytruda (pembrolizumab) is the world's best-selling cancer drug and drives exceptional cash generation. The company's oncology and vaccines pipeline provides long-term growth visibility beyond the Keytruda patent cliff in the 2030s.

Full MRK 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.