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BTMDW vs JEPI: Dividend Comparison 2026

BTMDW yields 124.22% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BTMDW wins by $20.7K in total portfolio value
10 years
BTMDW
BTMDW
● Live price
124.22%
Share price
$1.61
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$30.59
Full BTMDW 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 — BTMDW vs JEPI

📍 BTMDW 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 PeriodBTMDWJEPI
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, BTMDW + JEPI cover 0 of 12 monthsgood coverage

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

BTMDW
Annual income on $10K today (after 15% tax)
$10,559.01/yr
After 10yr DRIP, annual income (after tax)
$26.00/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, JEPI beats the other by $1,273.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BTMDW: 50%JEPI: 50%
100% JEPI50/50100% BTMDW
Portfolio after 10yr
$39.3K
Annual income
$779.61/yr
Blended yield
1.98%
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Analyst Conviction Gap

Where Wall Street is most bullish on BTMDW right now

BTMDW
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
3.5
Piotroski
5/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BTMDW buys
0
JEPI buys
0
No recent congressional trades found for BTMDW or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBTMDWJEPI
Forward yield124.22%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$49.6K$29.0K
Annual income after 10y$30.59$1,528.62
Total dividends collected$17.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBTMDW PortfolioBTMDW Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$16,911$6,211.18$11,260$840.19+$5.7KBTMDW
2$23,003$4,908.34$12,641$907.94+$10.4KBTMDW
3$27,733$3,119.87$14,150$978.20+$13.6KBTMDW
4$31,432$1,757.66$15,795$1,050.85+$15.6KBTMDW
5$34,564$930.89$17,584$1,125.74+$17.0KBTMDW
6$37,461$478.33$19,526$1,202.74+$17.9KBTMDW
7$40,326$242.26$21,628$1,281.69+$18.7KBTMDW
8$43,271$121.86$23,898$1,362.43+$19.4KBTMDW
9$46,361$61.10$26,347$1,444.79+$20.0KBTMDW
10$49,636$30.59$28,982$1,528.62+$20.7KBTMDW

BTMDW vs JEPI: Complete Analysis 2026

BTMDWStock

biote Corp. operates in medical practice-building business within the hormone optimization space. The company offers a platform for Biote-certified practitioners to optimize imbalances in their patient's hormone, vitamin, and mineral levels, as well as prescribe bioidentical hormone therapies and recommend dietary supplements. It also sells Biote-branded dietary supplements; and sterile pellet insertion kits for men and women. The company was founded in 2011 and is headquartered in Irvine, Texas.

Full BTMDW 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.