HomeCompareHACV vs JEPI

HACV vs JEPI: Dividend Comparison 2026

HACV yields 6.66% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HACV wins by $2.1K in total portfolio value
10 years
HACV
HACV
● Live price
6.66%
Share price
$30.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,018.04
Full HACV 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 — HACV vs JEPI

📍 HACV 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 PeriodHACVJEPI
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, HACV + JEPI cover 0 of 12 monthsgood coverage

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

HACV
Annual income on $10K today (after 15% tax)
$566.44/yr
After 10yr DRIP, annual income (after tax)
$865.33/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 $433.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HACV: 50%JEPI: 50%
100% JEPI50/50100% HACV
Portfolio after 10yr
$30.0K
Annual income
$1,273.33/yr
Blended yield
4.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HACV buys
0
JEPI buys
0
No recent congressional trades found for HACV or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHACVJEPI
Forward yield6.66%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$31.1K$29.0K
Annual income after 10y$1,018.04$1,528.62
Total dividends collected$8.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHACV PortfolioHACV Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,366$666.40$11,260$840.19+$106.00HACV
2$12,870$707.91$12,641$907.94+$229.00HACV
3$14,520$749.11$14,150$978.20+$370.00HACV
4$16,326$789.86$15,795$1,050.85+$531.00HACV
5$18,299$830.02$17,584$1,125.74+$715.00HACV
6$20,449$869.46$19,526$1,202.74+$923.00HACV
7$22,789$908.07$21,628$1,281.69+$1.2KHACV
8$25,330$945.75$23,898$1,362.43+$1.4KHACV
9$28,086$982.43$26,347$1,444.79+$1.7KHACV
10$31,070$1,018.04$28,982$1,528.62+$2.1KHACV

HACV vs JEPI: Complete Analysis 2026

HACVStock

HACV is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in HACV shares.

Full HACV 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.