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BSII vs JEPI: Dividend Comparison 2026

BSII yields 20.02% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BSII wins by $44.1K in total portfolio value
10 years
BSII
BSII
● Live price
20.02%
Share price
$9.99
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$73.1K
Annual income
$6,753.37
Full BSII 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 — BSII vs JEPI

📍 BSII 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 PeriodBSIIJEPI
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, BSII + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BSII
Annual income on $10K today (after 15% tax)
$1,701.70/yr
After 10yr DRIP, annual income (after tax)
$5,740.36/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, BSII beats the other by $4,441.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSII: 50%JEPI: 50%
100% JEPI50/50100% BSII
Portfolio after 10yr
$51.0K
Annual income
$4,141.00/yr
Blended yield
8.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSII buys
0
JEPI buys
0
No recent congressional trades found for BSII or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSIIJEPI
Forward yield20.02%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$73.1K$29.0K
Annual income after 10y$6,753.37$1,528.62
Total dividends collected$41.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBSII PortfolioBSII Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,702$2,002.00$11,260$840.19+$1.4KBSII
2$15,968$2,376.58$12,641$907.94+$3.3KBSII
3$19,878$2,792.16$14,150$978.20+$5.7KBSII
4$24,518$3,248.46$15,795$1,050.85+$8.7KBSII
5$29,978$3,744.60$17,584$1,125.74+$12.4KBSII
6$36,356$4,279.11$19,526$1,202.74+$16.8KBSII
7$43,751$4,849.95$21,628$1,281.69+$22.1KBSII
8$52,268$5,454.62$23,898$1,362.43+$28.4KBSII
9$62,017$6,090.18$26,347$1,444.79+$35.7KBSII
10$73,111$6,753.37$28,982$1,528.62+$44.1KBSII

BSII vs JEPI: Complete Analysis 2026

BSIIStock

Black Spade Acquisition II Co does not have significant operations. It intends to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, and similar business combination with one or more businesses or assets in leisure, entertainment, and lifestyle sectors. The company was incorporated in 2024 and is based in Central, Hong Kong.

Full BSII 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.