HomeCompareHAIAU vs JEPI

HAIAU vs JEPI: Dividend Comparison 2026

HAIAU yields 17.39% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HAIAU wins by $33.2K in total portfolio value
10 years
HAIAU
HAIAU
● Live price
17.39%
Share price
$11.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$62.1K
Annual income
$5,047.60
Full HAIAU 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 — HAIAU vs JEPI

📍 HAIAU 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 PeriodHAIAUJEPI
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, HAIAU + JEPI cover 0 of 12 monthsgood coverage

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

HAIAU
Annual income on $10K today (after 15% tax)
$1,478.26/yr
After 10yr DRIP, annual income (after tax)
$4,290.46/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, HAIAU beats the other by $2,991.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HAIAU: 50%JEPI: 50%
100% JEPI50/50100% HAIAU
Portfolio after 10yr
$45.6K
Annual income
$3,288.11/yr
Blended yield
7.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HAIAU buys
0
JEPI buys
0
No recent congressional trades found for HAIAU or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHAIAUJEPI
Forward yield17.39%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$62.1K$29.0K
Annual income after 10y$5,047.60$1,528.62
Total dividends collected$32.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHAIAU PortfolioHAIAU Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,439$1,739.13$11,260$840.19+$1.2KHAIAU
2$15,332$2,021.80$12,641$907.94+$2.7KHAIAU
3$18,734$2,328.92$14,150$978.20+$4.6KHAIAU
4$22,705$2,659.54$15,795$1,050.85+$6.9KHAIAU
5$27,306$3,012.40$17,584$1,125.74+$9.7KHAIAU
6$32,604$3,385.93$19,526$1,202.74+$13.1KHAIAU
7$38,664$3,778.31$21,628$1,281.69+$17.0KHAIAU
8$45,558$4,187.52$23,898$1,362.43+$21.7KHAIAU
9$53,359$4,611.38$26,347$1,444.79+$27.0KHAIAU
10$62,142$5,047.60$28,982$1,528.62+$33.2KHAIAU

HAIAU vs JEPI: Complete Analysis 2026

HAIAUStock

Healthcare AI Acquisition Corp. does not have significant operations. The company focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. It intends on healthcare and pharmaceutical companies in the e-clinical, healthcare information technology, or outsourced pharmaceutical services industries. The company was incorporated in 2021 and is based in George Town, the Cayman Islands.

Full HAIAU 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.