HomeCompareBURBY vs JEPI

BURBY vs JEPI: Dividend Comparison 2026

BURBY yields 5.30% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $1.1K in total portfolio value
10 years
BURBY
BURBY
● Live price
5.30%
Share price
$14.71
Annual div
$0.78
5Y div CAGR
-1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$663.05
Full BURBY 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 — BURBY vs JEPI

📍 JEPI 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 PeriodBURBYJEPI
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, BURBY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BURBY pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

BURBY
Annual income on $10K today (after 15% tax)
$450.71/yr
After 10yr DRIP, annual income (after tax)
$563.59/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 $735.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BURBY: 50%JEPI: 50%
100% JEPI50/50100% BURBY
Portfolio after 10yr
$28.4K
Annual income
$1,095.83/yr
Blended yield
3.86%
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Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

BURBY
Analyst Ratings
1
Buy
2
Sell
Consensus: Sell
Altman Z
3.4
Piotroski
6/9
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)

BURBY buys
0
JEPI buys
0
No recent congressional trades found for BURBY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBURBYJEPI
Forward yield5.30%8.40%
Annual dividend / share$0.78$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-1%0%
Portfolio after 10y$27.9K$29.0K
Annual income after 10y$663.05$1,528.62
Total dividends collected$6.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBURBY PortfolioBURBY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,225$524.95$11,260$840.19$35.00JEPI
2$12,556$545.20$12,641$907.94$85.00JEPI
3$13,999$564.24$14,150$978.20$151.00JEPI
4$15,561$582.06$15,795$1,050.85$234.00JEPI
5$17,249$598.63$17,584$1,125.74$335.00JEPI
6$19,070$613.96$19,526$1,202.74$456.00JEPI
7$21,033$628.04$21,628$1,281.69$595.00JEPI
8$23,147$640.89$23,898$1,362.43$751.00JEPI
9$25,419$652.55$26,347$1,444.79$928.00JEPI
10$27,862$663.05$28,982$1,528.62$1.1KJEPI

BURBY vs JEPI: Complete Analysis 2026

BURBYStock

Burberry Group plc, together with its subsidiaries, manufactures, retails, and wholesales luxury goods under the Burberry brand. The company operates in two segments, Retail/Wholesale and Licensing. It provides womenswear, menswear, childrenswear, beauty, eyewear, shoes, and accessories, as well as leather goods, such as bags. The company also licenses third parties to manufacture and distribute products using the Burberry trademarks. Burberry Group plc sells its products through Burberry mainline stores, concessions, outlets, digital commerce, Burberry franchisees, department stores, and multi-brand specialty accounts, as well as through Burberry.com website. As of April 2, 2022, the company operated 218 stores, 143 concession stores, 57 outlets, and 38 franchise stores. It operates in the Asia Pacific, Europe, the Middle East, India, Africa, and the Americas. Burberry Group plc was founded in 1856 and is headquartered in London, the United Kingdom.

Full BURBY 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.