HomeCompareHDVTY vs JEPQ

HDVTY vs JEPQ: Dividend Comparison 2026

HDVTY yields 1234.57% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDVTY wins by $2.78M in total portfolio value
10 years
HDVTY
HDVTY
● Live price
1234.57%
Share price
$0.16
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.82M
Annual income
$17,202.68
Full HDVTY 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 — HDVTY vs JEPQ

📍 HDVTY 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 PeriodHDVTYJEPQ
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, HDVTY + JEPQ cover 0 of 12 monthsgood coverage

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

HDVTY
Annual income on $10K today (after 15% tax)
$104,938.27/yr
After 10yr DRIP, annual income (after tax)
$14,622.28/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, HDVTY beats the other by $12,792.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDVTY: 50%JEPQ: 50%
100% JEPQ50/50100% HDVTY
Portfolio after 10yr
$1.43M
Annual income
$9,677.63/yr
Blended yield
0.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDVTY buys
0
JEPQ buys
0
No recent congressional trades found for HDVTY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDVTYJEPQ
Forward yield1234.57%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$2.82M$44.8K
Annual income after 10y$17,202.68$2,152.59
Total dividends collected$1.90M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHDVTY PortfolioHDVTY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$72,428$61,728.40$11,930$1,110.39+$60.5KHDVTY
2$286,418$208,920.03$14,133$1,224.34+$272.3KHDVTY
3$692,531$386,063.17$16,632$1,340.46+$675.9KHDVTY
4$1,177,205$436,197.13$19,454$1,457.97+$1.16MHDVTY
5$1,606,093$346,483.09$22,626$1,576.08+$1.58MHDVTY
6$1,939,415$220,895.41$26,175$1,694.09+$1.91MHDVTY
7$2,199,818$124,644.46$30,133$1,811.32+$2.17MHDVTY
8$2,419,871$66,065.59$34,531$1,927.17+$2.39MHDVTY
9$2,623,222$33,959.95$39,403$2,041.08+$2.58MHDVTY
10$2,824,050$17,202.68$44,787$2,152.59+$2.78MHDVTY

HDVTY vs JEPQ: Complete Analysis 2026

HDVTYStock

Henderson Investment Limited, an investment holding company, engages in the operation of department stores in Hong Kong. It operates five department stores under the Citistore name; five household specialty stores under the name Citilife; two department stores-cum-supermarkets under the APITA name; and two supermarkets under the UNY name. The company is based in Central, Hong Kong. Henderson Investment Limited is a subsidiary of Henderson Land Development Company Limited.

Full HDVTY 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.