HomeComparePBMRY vs JEPQ

PBMRY vs JEPQ: Dividend Comparison 2026

PBMRY yields 37.11% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PBMRY wins by $153.0K in total portfolio value
10 years
PBMRY
PBMRY
● Live price
37.11%
Share price
$5.39
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$197.8K
Annual income
$31,387.75
Full PBMRY 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 — PBMRY vs JEPQ

📍 PBMRY 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 PeriodPBMRYJEPQ
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, PBMRY + JEPQ cover 0 of 12 monthsgood coverage

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

PBMRY
Annual income on $10K today (after 15% tax)
$3,153.99/yr
After 10yr DRIP, annual income (after tax)
$26,679.59/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, PBMRY beats the other by $24,849.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBMRY: 50%JEPQ: 50%
100% JEPQ50/50100% PBMRY
Portfolio after 10yr
$121.3K
Annual income
$16,770.17/yr
Blended yield
13.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBMRY buys
0
JEPQ buys
0
No recent congressional trades found for PBMRY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBMRYJEPQ
Forward yield37.11%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$197.8K$44.8K
Annual income after 10y$31,387.75$2,152.59
Total dividends collected$145.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPBMRY PortfolioPBMRY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$14,411$3,710.58$11,930$1,110.39+$2.5KPBMRY
2$20,417$4,997.34$14,133$1,224.34+$6.3KPBMRY
3$28,463$6,616.96$16,632$1,340.46+$11.8KPBMRY
4$39,076$8,621.19$19,454$1,457.97+$19.6KPBMRY
5$52,873$11,061.66$22,626$1,576.08+$30.2KPBMRY
6$70,563$13,988.12$26,175$1,694.09+$44.4KPBMRY
7$92,949$17,446.70$30,133$1,811.32+$62.8KPBMRY
8$120,933$21,478.21$34,531$1,927.17+$86.4KPBMRY
9$155,515$26,116.62$39,403$2,041.08+$116.1KPBMRY
10$197,789$31,387.75$44,787$2,152.59+$153.0KPBMRY

PBMRY vs JEPQ: Complete Analysis 2026

PBMRYStock

PT Bumi Resources Tbk, together with its subsidiaries, engages in the mining activities in Indonesia. It operates through Holding Company, Coal, Services, Oil and Gas, and Gold segments. The Coal segment engages in the exploration, exploitation, mining, and sale of coal deposits. The Services segment offers marketing and management services. The Oil and Gas segment explores for oil and gas properties. The Gold segment explores for gold properties. The company also exports its products. PT Bumi Resources Tbk was formerly known as PT Bumi Modern Tbk. and changed its name to PT Bumi Resources Tbk in September 2000. PT Bumi Resources Tbk was founded in 1973 and is headquartered in Jakarta Selatan, Indonesia.

Full PBMRY 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.