HomeCompareJEPI vs BKR

JEPI vs BKR: Dividend Comparison 2026

JEPI yields 8.47% · BKR yields 1.49%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BKR wins by $1.0K in total portfolio value· pulled ahead in Year 10
10 years
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.47%
Share price
$56.24
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$1,547.78
Full JEPI calculator →
BKR
BKR
● Live price
1.49%
Share price
$61.82
Annual div
$0.92
5Y div CAGR
27.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.2K
Annual income
$2,369.14
Full BKR calculator →

Portfolio growth — JEPI vs BKR

📍 BKR pulled ahead of the other in Year 10

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 PeriodJEPIBKR
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, JEPI + BKR cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JEPI
Annual income on $10K today (after 15% tax)
$719.82/yr
After 10yr DRIP, annual income (after tax)
$1,315.61/yr
BKR
Annual income on $10K today (after 15% tax)
$126.49/yr
After 10yr DRIP, annual income (after tax)
$2,013.77/yr
At 15% tax rate, BKR beats the other by $698.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPI: 50%BKR: 50%
100% BKR50/50100% JEPI
Portfolio after 10yr
$29.6K
Annual income
$1,958.46/yr
Blended yield
6.61%
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Analyst Conviction Gap

Where Wall Street is most bullish on BKR right now

JEPI
No analyst data
BKR
Analyst Ratings
31
Buy
13
Hold
1
Sell
Consensus: Buy
Price Target
$60.80
-1.7% upside vs current
Range: $52.00 — $68.00
Altman Z
2.6
Piotroski
8/9
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)

JEPI buys
4
BKR buys
15
PoliticianChamberTickerTypeAmountDate
Gilbert Cisneros🏢 House$BKR▼ Sell$1,001 - $15,0002026-01-09
Gilbert Cisneros🏢 House$BKR▲ Buy$1,001 - $15,0002025-12-19
Lisa McClain🏢 House$BKR▼ Sell$1,001 - $15,0002025-06-10
Tim Moore🏢 House$BKR▲ Buy$15,001 - $50,0002025-03-04
Lisa McClain🏢 House$BKR▲ Buy$1,001 - $15,0002024-12-11
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Diana Harshbarger🏢 House$BKR▲ Buy$1,001 - $15,0002023-02-10
Diana Harshbarger🏢 House$BKR▲ Buy$1,001 - $15,0002023-02-10
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPIBKR
Forward yield8.47%1.49%
Annual dividend / share$4.76$0.92
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%27.4%
Portfolio after 10y$29.1K$30.2K
Annual income after 10y$1,547.78$2,369.14
Total dividends collected$11.8K$8.8K
Payment frequencymonthlyquarterly
SectorETFEnergy

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

YearJEPI PortfolioJEPI Income/yrBKR PortfolioBKR Income/yrGap
1$11,267$846.84$10,890$189.59+$377.00JEPI
2$12,656$915.67$11,898$245.81+$758.00JEPI
3$14,174$987.08$13,050$319.77+$1.1KJEPI
4$15,831$1,060.97$14,381$417.63+$1.4KJEPI
5$17,633$1,137.18$15,936$547.97+$1.7KJEPI
6$19,589$1,215.58$17,775$722.97+$1.8KJEPI
7$21,708$1,296.00$19,979$960.12+$1.7KJEPI
8$23,998$1,378.29$22,662$1,284.94+$1.3KJEPI
9$26,468$1,462.27$25,984$1,735.41+$484.00JEPI
10← crossover$29,127$1,547.78$30,172$2,369.14$1.0KBKR

JEPI vs BKR: Complete Analysis 2026

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 →

BKREnergy

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide. It operates through four segments: Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & Process Solutions (TPS), and Digital Solutions (DS). The OFS segment offers exploration, drilling, wireline, evaluation, completion, production, and intervention services; and drilling and completions fluids, wireline services, downhole completion tools and systems, wellbore intervention tools and services, pressure pumping systems, oilfield and industrial chemicals, and artificial lift technologies for oil and natural gas, and oilfield service companies. The OFE segment provides subsea and surface wellheads, pressure control and production systems and services, flexible pipe systems for offshore and onshore applications, and life-of-field solutions, including well intervention and decommissioning solutions; and services related to onshore and offshore drilling and production operations. The TPS segment provides equipment and related services for mechanical-drive, compression, and power-generation applications across the oil and gas industry. Its product portfolio includes drivers, compressors, and turnkey solutions; and pumps, valves, and compressed natural gas and small-scale liquefied natural gas solutions. This segment serves upstream, midstream, downstream, onshore, offshore, and industrial customers. The DS segment provides sensor-based process measurements, machine health and condition monitoring, asset strategy and management, control systems, as well as non-destructive testing and inspection, and pipeline integrity solutions. The company was formerly known as Baker Hughes, a GE company and changed its name to Baker Hughes Company in October 2019. Baker Hughes Company is based in Houston, Texas.

Full BKR 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.