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BUFDX vs JEPQ: Dividend Comparison 2026

BUFDX yields 1.64% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.7K in total portfolio value
10 years
BUFDX
BUFDX
● Live price
1.64%
Share price
$33.32
Annual div
$0.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.1K
Annual income
$181.86
Full BUFDX 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 — BUFDX 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 PeriodBUFDXJEPQ
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, BUFDX + JEPQ cover 0 of 12 monthsgood coverage

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

BUFDX
Annual income on $10K today (after 15% tax)
$139.04/yr
After 10yr DRIP, annual income (after tax)
$154.58/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 $1,774.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUFDX: 50%JEPQ: 50%
100% JEPQ50/50100% BUFDX
Portfolio after 10yr
$33.9K
Annual income
$1,225.52/yr
Blended yield
3.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUFDX buys
0
JEPQ buys
0
No recent congressional trades found for BUFDX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUFDXJEPQ
Forward yield1.64%11.47%
Annual dividend / share$0.55$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.1K$45.8K
Annual income after 10y$181.86$2,269.18
Total dividends collected$1.7K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBUFDX PortfolioBUFDX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,864$163.58$11,967$1,146.53$1.1KJEPQ
2$11,790$166.08$14,216$1,268.02$2.4KJEPQ
3$12,784$168.45$16,774$1,392.20$4.0KJEPQ
4$13,849$170.70$19,667$1,518.21$5.8KJEPQ
5$14,992$172.83$22,925$1,645.21$7.9KJEPQ
6$16,216$174.85$26,578$1,772.40$10.4KJEPQ
7$17,528$176.75$30,656$1,899.04$13.1KJEPQ
8$18,933$178.55$35,194$2,024.45$16.3KJEPQ
9$20,439$180.25$40,228$2,148.01$19.8KJEPQ
10$22,052$181.86$45,796$2,269.18$23.7KJEPQ

BUFDX vs JEPQ: Complete Analysis 2026

BUFDXStock

The fund invests in dividend-paying equity securities, consisting of common stocks, preferred stocks, rights, warrants and convertible securities. During normal market conditions, at least 80% of the fund's assets will be invested in dividend-paying equity securities. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

Full BUFDX 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.