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BSV vs JEPQ: Dividend Comparison 2026

BSV yields 3.90% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.0K in total portfolio value
10 years
BSV
BSV
● Live price
3.90%
Share price
$78.41
Annual div
$3.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.8K
Annual income
$500.80
Full BSV 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 — BSV vs JEPQ

📍 JEPQ 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 PeriodBSVJEPQ
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, BSV + JEPQ cover 0 of 12 monthsgood coverage

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

BSV
Annual income on $10K today (after 15% tax)
$331.39/yr
After 10yr DRIP, annual income (after tax)
$425.68/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, JEPQ beats the other by $1,503.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSV: 50%JEPQ: 50%
100% JEPQ50/50100% BSV
Portfolio after 10yr
$35.8K
Annual income
$1,384.99/yr
Blended yield
3.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSV buys
0
JEPQ buys
0
No recent congressional trades found for BSV or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSVJEPQ
Forward yield3.90%11.47%
Annual dividend / share$3.06$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.8K$45.8K
Annual income after 10y$500.80$2,269.18
Total dividends collected$4.5K$17.1K
Payment frequencyquarterlymonthly
SectorETFETF

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

YearBSV PortfolioBSV Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,090$389.87$11,967$1,146.53$877.00JEPQ
2$12,270$404.07$14,216$1,268.02$1.9KJEPQ
3$13,547$417.83$16,774$1,392.20$3.2KJEPQ
4$14,926$431.13$19,667$1,518.21$4.7KJEPQ
5$16,415$443.96$22,925$1,645.21$6.5KJEPQ
6$18,021$456.30$26,578$1,772.40$8.6KJEPQ
7$19,750$468.15$30,656$1,899.04$10.9KJEPQ
8$21,612$479.52$35,194$2,024.45$13.6KJEPQ
9$23,615$490.40$40,228$2,148.01$16.6KJEPQ
10$25,769$500.80$45,796$2,269.18$20.0KJEPQ

BSV vs JEPQ: Complete Analysis 2026

BSVETF

Seeks to track the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index, a market-weighted bond index that covers investment-grade bonds with a dollar-weighted average maturity of 1 to 5 years.Invests in U.S. government, high-quality (investment-grade) corporate, and investment-grade international dollar-denominated bonds.Follows a passively managed, index sampling approach.

Full BSV 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.