HomeCompareHCMLY vs JEPQ

HCMLY vs JEPQ: Dividend Comparison 2026

HCMLY yields 68.92% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HCMLY wins by $514034.42M in total portfolio value
10 years
HCMLY
HCMLY
● Live price
68.92%
Share price
$16.51
Annual div
$11.38
5Y div CAGR
48.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$514034.46M
Annual income
$487,017,332,774.40
Full HCMLY 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 — HCMLY vs JEPQ

📍 HCMLY 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 PeriodHCMLYJEPQ
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, HCMLY + JEPQ cover 0 of 12 monthsgood coverage

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

HCMLY
Annual income on $10K today (after 15% tax)
$5,858.01/yr
After 10yr DRIP, annual income (after tax)
$413,964,732,858.24/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, HCMLY beats the other by $413,964,731,028.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HCMLY: 50%JEPQ: 50%
100% JEPQ50/50100% HCMLY
Portfolio after 10yr
$257017.25M
Annual income
$243,508,667,463.49/yr
Blended yield
94.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HCMLY right now

HCMLY
Analyst Ratings
2
Buy
4
Hold
1
Sell
Consensus: Hold
Price Target
$16.80
+1.8% upside vs current
Range: $16.80 — $16.80
Altman Z
3.2
Piotroski
6/9
JEPQ
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)

HCMLY buys
0
JEPQ buys
0
No recent congressional trades found for HCMLY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHCMLYJEPQ
Forward yield68.92%11.10%
Annual dividend / share$11.38$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR48.3%0%
Portfolio after 10y$514034.46M$44.8K
Annual income after 10y$487,017,332,774.40$2,152.59
Total dividends collected$512136.89M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHCMLY PortfolioHCMLY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$20,921$10,220.51$11,930$1,110.39+$9.0KHCMLY
2$52,020$29,634.82$14,133$1,224.34+$37.9KHCMLY
3$157,792$102,130.56$16,632$1,340.46+$141.2KHCMLY
4$598,204$429,367.25$19,454$1,457.97+$578.8KHCMLY
5$2,896,144$2,256,065.39$22,626$1,576.08+$2.87MHCMLY
6$18,237,262$15,138,388.01$26,175$1,694.09+$18.21MHCMLY
7$151,636,280$132,122,409.24$30,133$1,811.32+$151.61MHCMLY
8$1,684,821,061$1,522,570,241.62$34,531$1,927.17+$1684.79MHCMLY
9$25,249,655,366$23,446,896,830.66$39,403$2,041.08+$25249.62MHCMLY
10$514,034,464,016$487,017,332,774.40$44,787$2,152.59+$514034.42MHCMLY

HCMLY vs JEPQ: Complete Analysis 2026

HCMLYStock

Holcim Ltd, together with its subsidiaries, operates as a building materials and solutions company in the Asia Pacific, Europe, Latin America, the Middle East, Africa, and North America. It operates through four segments: Cement, Aggregates, Ready-mix Concrete, and Solutions & Products. The company offers cement, hydraulic binders, clinker, and other cementitious materials; aggregates, such as crushed stone, gravel, and sand; and ready-mix concrete, precast concrete products, asphalts, and mortars. In addition, it engages in the provision of contracting and other services; and retail activities, as well as waste management services. Its products are used in infrastructure projects, such as roads, mines, ports, dams, data centers, stadiums, wind farms, and electric power plants; building projects comprising individual housing, collective housing, office buildings, industrial and commercial buildings, and public buildings; and affordable housing. The company was formerly known as LafargeHolcim Ltd and changed its name to Holcim Ltd in May 2021. Holcim Ltd was founded in 1833 and is headquartered in Zug, Switzerland.

Full HCMLY 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.