HomeCompareBRKW vs JEPI

BRKW vs JEPI: Dividend Comparison 2026

BRKW yields 20.90% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BRKW wins by $48.2K in total portfolio value
10 years
BRKW
BRKW
● Live price
20.90%
Share price
$39.92
Annual div
$8.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.1K
Annual income
$7,408.78
Full BRKW 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 — BRKW vs JEPI

📍 BRKW 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 PeriodBRKWJEPI
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, BRKW + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BRKW
Annual income on $10K today (after 15% tax)
$1,776.37/yr
After 10yr DRIP, annual income (after tax)
$6,297.46/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, BRKW beats the other by $4,998.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BRKW: 50%JEPI: 50%
100% JEPI50/50100% BRKW
Portfolio after 10yr
$53.1K
Annual income
$4,468.70/yr
Blended yield
8.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BRKW buys
0
JEPI buys
0
No recent congressional trades found for BRKW or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBRKWJEPI
Forward yield20.90%8.40%
Annual dividend / share$8.34$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$77.1K$29.0K
Annual income after 10y$7,408.78$1,528.62
Total dividends collected$44.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBRKW PortfolioBRKW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,790$2,089.85$11,260$840.19+$1.5KBRKW
2$16,183$2,498.02$12,641$907.94+$3.5KBRKW
3$20,270$2,954.00$14,150$978.20+$6.1KBRKW
4$25,147$3,457.93$15,795$1,050.85+$9.4KBRKW
5$30,916$4,009.24$17,584$1,125.74+$13.3KBRKW
6$37,687$4,606.63$19,526$1,202.74+$18.2KBRKW
7$45,573$5,248.13$21,628$1,281.69+$23.9KBRKW
8$54,695$5,931.15$23,898$1,362.43+$30.8KBRKW
9$65,176$6,652.56$26,347$1,444.79+$38.8KBRKW
10$77,147$7,408.78$28,982$1,528.62+$48.2KBRKW

BRKW vs JEPI: Complete Analysis 2026

BRKWStock

The Roundhill BRKB WeeklyPay ETF (“BRKW”) is designed for investors seeking a combination of income and growth potential. BRKW aims to provide weekly distributions and calendar week returns, before fees and expenses, equal to 1.2 times (120%) the calendar week total return of Berkshire Hathaway common shares (NYSE: BRKB). BRKW is an actively-managed ETF.

Full BRKW 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.