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BSJS vs JEPI: Dividend Comparison 2026

BSJS yields 6.42% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BSJS wins by $1.2K in total portfolio value
10 years
BSJS
BSJS
● Live price
6.42%
Share price
$21.68
Annual div
$1.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.6K
Annual income
$965.45
Full BSJS calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — BSJS vs JEPI

📍 BSJS 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 PeriodBSJSJEPI
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, BSJS + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BSJS pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

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

BSJS
Annual income on $10K today (after 15% tax)
$545.47/yr
After 10yr DRIP, annual income (after tax)
$820.63/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $516.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSJS: 50%JEPI: 50%
100% JEPI50/50100% BSJS
Portfolio after 10yr
$29.9K
Annual income
$1,269.55/yr
Blended yield
4.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSJS buys
0
JEPI buys
0
No recent congressional trades found for BSJS or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSJSJEPI
Forward yield6.42%8.56%
Annual dividend / share$1.39$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.6K$29.3K
Annual income after 10y$965.45$1,573.67
Total dividends collected$8.1K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBSJS PortfolioBSJS Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,342$641.73$11,276$855.74+$66.00BSJS
2$12,816$680.22$12,675$926.02+$141.00BSJS
3$14,431$718.35$14,207$999.01+$224.00BSJS
4$16,198$755.98$15,878$1,074.57+$320.00BSJS
5$18,124$792.99$17,697$1,152.57+$427.00BSJS
6$20,222$829.28$19,674$1,232.87+$548.00BSJS
7$22,503$864.74$21,815$1,315.29+$688.00BSJS
8$24,977$899.29$24,131$1,399.68+$846.00BSJS
9$27,658$932.88$26,630$1,485.86+$1.0KBSJS
10$30,560$965.45$29,323$1,573.67+$1.2KBSJS

BSJS vs JEPI: Complete Analysis 2026

BSJSStock

The Invesco BulletShares 2028 High Yield Corporate Bond ETF (Fund) is based on the Invesco BulletShares High Yield Corporate Bond 2028 Index (Index). The Fund will invest at least 80% of its total assets in corporate bonds that comprise the index. The Index seeks to measure the performance of a portfolio of US dollar-denominated, high yield corporate bonds with effective maturities in 2028. The Fund does not purchase all of the securities in the Index; instead, the Fund utilizes a "sampling" methodology to seek to achieve its investment objective. The Fund and the Index are rebalanced monthly. The Fund has a designated year of maturity of 2028 and will terminate on or about Dec. 15, 2028. See the prospectus for more information.Effective Jan. 1, 2024, the Underlying Index name changed from the Nasdaq BulletShares USD High Yield Corporate Bond 2028 Index to the Invesco BulletShares High Yield Corporate Bond 2028 Index. See the prospectus for more information.

Full BSJS 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.