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BVDRF vs JEPI: Dividend Comparison 2026

BVDRF yields 77.22% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BVDRF wins by $1.44M in total portfolio value
10 years
BVDRF
BVDRF
● Live price
77.22%
Share price
$2.59
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.46M
Annual income
$412,841.82
Full BVDRF 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 — BVDRF vs JEPI

📍 BVDRF 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 PeriodBVDRFJEPI
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, BVDRF + JEPI cover 0 of 12 monthsgood coverage

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

BVDRF
Annual income on $10K today (after 15% tax)
$6,563.71/yr
After 10yr DRIP, annual income (after tax)
$350,915.55/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, BVDRF beats the other by $349,616.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BVDRF: 50%JEPI: 50%
100% JEPI50/50100% BVDRF
Portfolio after 10yr
$746.8K
Annual income
$207,185.22/yr
Blended yield
27.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVDRF buys
0
JEPI buys
0
No recent congressional trades found for BVDRF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBVDRFJEPI
Forward yield77.22%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$1.46M$29.0K
Annual income after 10y$412,841.82$1,528.62
Total dividends collected$1.27M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBVDRF PortfolioBVDRF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$18,422$7,722.01$11,260$840.19+$7.2KBVDRF
2$33,006$13,294.85$12,641$907.94+$20.4KBVDRF
3$57,579$22,261.83$14,150$978.20+$43.4KBVDRF
4$97,904$36,294.48$15,795$1,050.85+$82.1KBVDRF
5$162,433$57,675.85$17,584$1,125.74+$144.8KBVDRF
6$263,233$89,430.36$19,526$1,202.74+$243.7KBVDRF
7$417,107$135,446.75$21,628$1,281.69+$395.5KBVDRF
8$646,885$200,581.45$23,898$1,362.43+$623.0KBVDRF
9$982,896$290,728.34$26,347$1,444.79+$956.5KBVDRF
10$1,464,540$412,841.82$28,982$1,528.62+$1.44MBVDRF

BVDRF vs JEPI: Complete Analysis 2026

BVDRFStock

Marie Brizard Wine & Spirits SA engages in the producing, marketing, and selling wines and spirits in Western Europe, the Middle East, Africa, Central and Eastern Europe, the Americas, and Asia-Pacific. It primarily offers scotch whisky under the William Peel brand; vodka under the Sobieski and Krupnik brands; wine-based beverages under the Fruits and Wine brand name; liqueurs and syrups under the Marie Brizard brand; and cognac under the Cognac Gautier brand. The company was founded in 1755 and is based in Charenton-le-Pont, France. Marie Brizard Wine & Spirits SA operates as a subsidiary of Compagnie Financiere Europeenne De Prises De Participation SA.

Full BVDRF 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.