HomeCompareBSRUF vs JEPQ

BSRUF vs JEPQ: Dividend Comparison 2026

BSRUF yields 21.61% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BSRUF wins by $35.8K 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 →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — BSRUF vs JEPQ

📍 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 PeriodBSRUFJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

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

BSRUF
Annual income on $10K today (after 15% tax)
$1,837.25/yr
After 10yr DRIP, annual income (after tax)
$6,781.16/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, BSRUF beats the other by $4,951.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSRUF: 50%JEPQ: 50%
100% JEPQ50/50100% BSRUF
Portfolio after 10yr
$62.7K
Annual income
$5,065.21/yr
Blended yield
8.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSRUF buys
0
JEPQ buys
0
No recent congressional trades found for BSRUF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSRUFJEPQ
Forward yield21.61%11.10%
Annual dividend / share$0.04$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$80.6K$44.8K
Annual income after 10y$7,977.84$2,152.59
Total dividends collected$47.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBSRUF PortfolioBSRUF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,861$2,161.47$11,930$1,110.39+$931.00BSRUF
2$16,360$2,598.11$14,133$1,224.34+$2.2KBSRUF
3$20,594$3,088.61$16,632$1,340.46+$4.0KBSRUF
4$25,669$3,633.56$19,454$1,457.97+$6.2KBSRUF
5$31,698$4,232.73$22,626$1,576.08+$9.1KBSRUF
6$38,802$4,885.04$26,175$1,694.09+$12.6KBSRUF
7$47,107$5,588.62$30,133$1,811.32+$17.0KBSRUF
8$56,745$6,340.88$34,531$1,927.17+$22.2KBSRUF
9$67,856$7,138.56$39,403$2,041.08+$28.5KBSRUF
10$80,584$7,977.84$44,787$2,152.59+$35.8KBSRUF

BSRUF vs JEPQ: 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 →

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.