HomeCompareBRY vs JEPQ

BRY vs JEPQ: Dividend Comparison 2026

BRY yields 3.68% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BRY wins by $26.7K in total portfolio value· pulled ahead in Year 8
10 years
BRY
BRY
● Live price
3.68%
Share price
$3.26
Annual div
$0.12
5Y div CAGR
32.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.5K
Annual income
$17,138.73
Full BRY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — BRY vs JEPQ

📍 BRY pulled ahead of the other in Year 8

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 PeriodBRYJEPQ
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, BRY + JEPQ cover 0 of 12 monthsgood coverage

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

BRY
Annual income on $10K today (after 15% tax)
$312.88/yr
After 10yr DRIP, annual income (after tax)
$14,567.92/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, BRY beats the other by $12,639.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BRY: 50%JEPQ: 50%
100% JEPQ50/50100% BRY
Portfolio after 10yr
$59.1K
Annual income
$9,703.96/yr
Blended yield
16.41%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BRY right now

BRY
Analyst Ratings
6
Buy
16
Hold
2
Sell
Consensus: Hold
Price Target
$7.00
+114.7% upside vs current
Range: $7.00 — $7.00
Altman Z
0.5
Piotroski
4/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BRY buys
0
JEPQ buys
0
No recent congressional trades found for BRY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBRYJEPQ
Forward yield3.68%11.47%
Annual dividend / share$0.12$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR32.4%0%
Portfolio after 10y$72.5K$45.8K
Annual income after 10y$17,138.73$2,269.18
Total dividends collected$46.4K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBRY PortfolioBRY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,187$487.36$11,967$1,146.53$780.00JEPQ
2$12,645$674.66$14,216$1,268.02$1.6KJEPQ
3$14,474$943.59$16,774$1,392.20$2.3KJEPQ
4$16,823$1,336.44$19,667$1,518.21$2.8KJEPQ
5$19,923$1,922.14$22,925$1,645.21$3.0KJEPQ
6$24,135$2,816.65$26,578$1,772.40$2.4KJEPQ
7$30,046$4,221.98$30,656$1,899.04$610.00JEPQ
8← crossover$38,653$6,503.80$35,194$2,024.45+$3.5KBRY
9$51,712$10,353.05$40,228$2,148.01+$11.5KBRY
10$72,470$17,138.73$45,796$2,269.18+$26.7KBRY

BRY vs JEPQ: Complete Analysis 2026

BRYStock

Berry Corporation, an independent upstream energy company, engages in the development and production of conventional oil reserves located in the western United States. It operates in two segments, Development and Production, and Well Servicing and Abandonment. The company's properties are located in the San Joaquin and Ventura basins, California; and Uinta basin, Utah. As of December 31, 2021, it had a total of 3,417 net productive wells. The company was formerly known as Berry Petroleum Corporation and changed its name to Berry Corporation in February 2020. Berry Corporation was founded in 1909 and is headquartered in Dallas, Texas.

Full BRY 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.