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HAPP vs JEPQ: Dividend Comparison 2026

HAPP yields 6.67% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $14.7K in total portfolio value
10 years
HAPP
HAPP
● Live price
6.67%
Share price
$4.50
Annual div
$0.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,018.61
Full HAPP calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — HAPP vs JEPQ

📍 JEPQ 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 PeriodHAPPJEPQ
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, HAPP + JEPQ cover 0 of 12 monthsgood coverage

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

HAPP
Annual income on $10K today (after 15% tax)
$566.67/yr
After 10yr DRIP, annual income (after tax)
$865.82/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,062.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HAPP: 50%JEPQ: 50%
100% JEPQ50/50100% HAPP
Portfolio after 10yr
$38.4K
Annual income
$1,643.90/yr
Blended yield
4.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HAPP buys
0
JEPQ buys
0
No recent congressional trades found for HAPP or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHAPPJEPQ
Forward yield6.67%11.47%
Annual dividend / share$0.30$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.1K$45.8K
Annual income after 10y$1,018.61$2,269.18
Total dividends collected$8.5K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHAPP PortfolioHAPP Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,367$666.67$11,967$1,146.53$600.00JEPQ
2$12,871$708.20$14,216$1,268.02$1.3KJEPQ
3$14,521$749.44$16,774$1,392.20$2.3KJEPQ
4$16,328$790.23$19,667$1,518.21$3.3KJEPQ
5$18,301$830.42$22,925$1,645.21$4.6KJEPQ
6$20,452$869.89$26,578$1,772.40$6.1KJEPQ
7$22,792$908.53$30,656$1,899.04$7.9KJEPQ
8$25,334$946.25$35,194$2,024.45$9.9KJEPQ
9$28,090$982.97$40,228$2,148.01$12.1KJEPQ
10$31,075$1,018.61$45,796$2,269.18$14.7KJEPQ

HAPP vs JEPQ: Complete Analysis 2026

HAPPStock

Happiness Development Group Limited engages in the research, development, manufacture, and sale of nutraceutical and dietary supplement products in the People's Republic of China and internationally. The company's product category includes lucidum spore powders, cordyceps mycelia, Ejiao products, American ginseng products, other traditional Chinese herbal and animal extracts, vitamins, minerals, and amino acids. It also offers product marketing and e-commerce agency operation services under the Happy Buy platform to small and middle size businesses; and e-commerce solutions, internet information, and advertising services to the online stores or manufactures. In addition, the company provides secure transaction environment, automobile procurement, and financial services for automobile manufacturers under the Taochejun automobile sales platform. It sells its products through distributors, large-scale chain drugstores, malls, and supermarkets under the Happiness brand. The company was formerly known as Happiness Biotech Group Limited and changed its name to Happiness Development Group Limited in October 2022. Happiness Development Group Limited was founded in 2004 and is headquartered in Nanping, the People's Republic of China.

Full HAPP 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.