HomeCompareHBRIY vs JEPI

HBRIY vs JEPI: Dividend Comparison 2026

HBRIY yields 5.67% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HBRIY wins by $78.00 in total portfolio value
10 years
HBRIY
HBRIY
● Live price
5.67%
Share price
$4.00
Annual div
$0.23
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$814.08
Full HBRIY 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 — HBRIY vs JEPI

📍 HBRIY pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHBRIYJEPI
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%.
📅

Dividend Calendar Overlap

Combined, HBRIY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HBRIY
Annual income on $10K today (after 15% tax)
$481.91/yr
After 10yr DRIP, annual income (after tax)
$691.97/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 $607.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HBRIY: 50%JEPI: 50%
100% JEPI50/50100% HBRIY
Portfolio after 10yr
$29.0K
Annual income
$1,171.35/yr
Blended yield
4.04%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HBRIY right now

HBRIY
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.5
Piotroski
4/9
JEPI
No analyst data
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)

HBRIY buys
0
JEPI buys
0
No recent congressional trades found for HBRIY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHBRIYJEPI
Forward yield5.67%8.40%
Annual dividend / share$0.23$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.1K$29.0K
Annual income after 10y$814.08$1,528.62
Total dividends collected$6.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHBRIY PortfolioHBRIY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,267$566.95$11,260$840.19+$7.00HBRIY
2$12,653$596.99$12,641$907.94+$12.00HBRIY
3$14,165$626.55$14,150$978.20+$15.00HBRIY
4$15,812$655.55$15,795$1,050.85+$17.00HBRIY
5$17,603$683.90$17,584$1,125.74+$19.00HBRIY
6$19,546$711.55$19,526$1,202.74+$20.00HBRIY
7$21,653$738.43$21,628$1,281.69+$25.00HBRIY
8$23,933$764.50$23,898$1,362.43+$35.00HBRIY
9$26,398$789.73$26,347$1,444.79+$51.00HBRIY
10$29,060$814.08$28,982$1,528.62+$78.00HBRIY

HBRIY vs JEPI: Complete Analysis 2026

HBRIYStock

Harbour Energy plc, an independent oil and gas company, engages in the acquisition, exploration, development, and production of oil and gas reserves. It holds 124 license interests and 48 producing fields in various properties located in the United Kingdom, Norwegian Continental Shelves, Indonesia, Vietnam, and Mexico. The company is based in Edinburgh, the United Kingdom.

Full HBRIY 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 →
📬

Get this HBRIY vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HBRIY vs SCHDHBRIY vs OHBRIY vs KOHBRIY vs MAINHBRIY vs JEPQHBRIY vs XYLDHBRIY vs DIVOHBRIY vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.