HomeCompareBRIIX vs JEPQ

BRIIX vs JEPQ: Dividend Comparison 2026

BRIIX yields 1.60% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.8K in total portfolio value
10 years
BRIIX
BRIIX
● Live price
1.60%
Share price
$17.25
Annual div
$0.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$177.82
Full BRIIX 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 — BRIIX 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 PeriodBRIIXJEPQ
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, BRIIX + JEPQ cover 0 of 12 monthsgood coverage

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

BRIIX
Annual income on $10K today (after 15% tax)
$136.25/yr
After 10yr DRIP, annual income (after tax)
$151.15/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 $1,678.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BRIIX: 50%JEPQ: 50%
100% JEPQ50/50100% BRIIX
Portfolio after 10yr
$33.4K
Annual income
$1,165.20/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BRIIX buys
0
JEPQ buys
0
No recent congressional trades found for BRIIX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBRIIXJEPQ
Forward yield1.60%11.10%
Annual dividend / share$0.28$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.0K$44.8K
Annual income after 10y$177.82$2,152.59
Total dividends collected$1.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBRIIX PortfolioBRIIX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,860$160.29$11,930$1,110.39$1.1KJEPQ
2$11,783$162.69$14,133$1,224.34$2.4KJEPQ
3$12,773$164.97$16,632$1,340.46$3.9KJEPQ
4$13,834$167.13$19,454$1,457.97$5.6KJEPQ
5$14,972$169.17$22,626$1,576.08$7.7KJEPQ
6$16,191$171.10$26,175$1,694.09$10.0KJEPQ
7$17,497$172.93$30,133$1,811.32$12.6KJEPQ
8$18,897$174.66$34,531$1,927.17$15.6KJEPQ
9$20,396$176.29$39,403$2,041.08$19.0KJEPQ
10$22,001$177.82$44,787$2,152.59$22.8KJEPQ

BRIIX vs JEPQ: Complete Analysis 2026

BRIIXStock

The fund invests at least 80% of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts ("REITs"). The fund is non-diversified.

Full BRIIX 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.