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BSRUF vs JEPI: Dividend Comparison 2026

BSRUF yields 21.61% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BSRUF wins by $51.6K in total portfolio value
10 years
BSRUF
BSRUF
● Live price
21.61%
Share price
$0.20
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$80.6K
Annual income
$7,977.84
Full BSRUF 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 — BSRUF vs JEPI

📍 BSRUF 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 PeriodBSRUFJEPI
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, BSRUF + JEPI cover 0 of 12 monthsgood coverage

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

BSRUF
Annual income on $10K today (after 15% tax)
$1,837.25/yr
After 10yr DRIP, annual income (after tax)
$6,781.16/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, BSRUF beats the other by $5,481.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSRUF: 50%JEPI: 50%
100% JEPI50/50100% BSRUF
Portfolio after 10yr
$54.8K
Annual income
$4,753.23/yr
Blended yield
8.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSRUF buys
0
JEPI buys
0
No recent congressional trades found for BSRUF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSRUFJEPI
Forward yield21.61%8.40%
Annual dividend / share$0.04$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$80.6K$29.0K
Annual income after 10y$7,977.84$1,528.62
Total dividends collected$47.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBSRUF PortfolioBSRUF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,861$2,161.47$11,260$840.19+$1.6KBSRUF
2$16,360$2,598.11$12,641$907.94+$3.7KBSRUF
3$20,594$3,088.61$14,150$978.20+$6.4KBSRUF
4$25,669$3,633.56$15,795$1,050.85+$9.9KBSRUF
5$31,698$4,232.73$17,584$1,125.74+$14.1KBSRUF
6$38,802$4,885.04$19,526$1,202.74+$19.3KBSRUF
7$47,107$5,588.62$21,628$1,281.69+$25.5KBSRUF
8$56,745$6,340.88$23,898$1,362.43+$32.8KBSRUF
9$67,856$7,138.56$26,347$1,444.79+$41.5KBSRUF
10$80,584$7,977.84$28,982$1,528.62+$51.6KBSRUF

BSRUF vs JEPI: Complete Analysis 2026

BSRUFStock

Base Resources Limited operates as mineral sand developer and producer in Africa. It operates through Kwale Operation, Toliara Project, and Other segments. The company produces mineral sands, such as rutile, ilmenite, and zircon. It primarily owns a 100% interest in the Kwale Mineral Sands project located in Kenya; and develops the Toliara project located in Madagascar. The company was formerly known as Base Iron Limited and changed its name to Base Resources Limited in 2010. Base Resources Limited was incorporated in 2007 and is headquartered in West Perth, Australia.

Full BSRUF 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.