HomeCompareBVHMF vs JEPQ

BVHMF vs JEPQ: Dividend Comparison 2026

BVHMF yields 45.45% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BVHMF wins by $265.9K in total portfolio value
10 years
BVHMF
BVHMF
● Live price
45.45%
Share price
$4.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$310.7K
Annual income
$58,322.83
Full BVHMF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — BVHMF vs JEPQ

📍 BVHMF 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 PeriodBVHMFJEPQ
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, BVHMF + JEPQ cover 0 of 12 monthsgood coverage

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

BVHMF
Annual income on $10K today (after 15% tax)
$3,863.64/yr
After 10yr DRIP, annual income (after tax)
$49,574.41/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, BVHMF beats the other by $47,744.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BVHMF: 50%JEPQ: 50%
100% JEPQ50/50100% BVHMF
Portfolio after 10yr
$177.8K
Annual income
$30,237.70/yr
Blended yield
17.01%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BVHMF right now

BVHMF
Analyst Ratings
2
Buy
1
Hold
Consensus: Buy
Altman Z
2.7
Piotroski
7/9
JEPQ
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVHMF buys
0
JEPQ buys
0
No recent congressional trades found for BVHMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBVHMFJEPQ
Forward yield45.45%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$310.7K$44.8K
Annual income after 10y$58,322.83$2,152.59
Total dividends collected$242.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBVHMF PortfolioBVHMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$15,245$4,545.45$11,930$1,110.39+$3.3KBVHMF
2$22,789$6,476.40$14,133$1,224.34+$8.7KBVHMF
3$33,432$9,047.65$16,632$1,340.46+$16.8KBVHMF
4$48,177$12,404.73$19,454$1,457.97+$28.7KBVHMF
5$68,256$16,706.33$22,626$1,576.08+$45.6KBVHMF
6$95,154$22,120.59$26,175$1,694.09+$69.0KBVHMF
7$130,635$28,820.54$30,133$1,811.32+$100.5KBVHMF
8$176,759$36,978.71$34,531$1,927.17+$142.2KBVHMF
9$235,893$46,761.41$39,403$2,041.08+$196.5KBVHMF
10$310,728$58,322.83$44,787$2,152.59+$265.9KBVHMF

BVHMF vs JEPQ: Complete Analysis 2026

BVHMFStock

Vistry Group PLC, together with its subsidiaries, operates as a housebuilder in the United Kingdom. The company offers one-bedroom to five-bedroom family homes. As of December 31, 2021, it had 42,770 controlled land bank plots and 40,000 strategic land bank plots. The company was formerly known as Bovis Homes Group PLC and changed its name to Vistry Group PLC in January 2020. Vistry Group PLC was founded in 1885 and is headquartered in West Malling, the United Kingdom.

Full BVHMF 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.