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HEINY vs JEPI: Dividend Comparison 2026

HEINY yields 2.16% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HEINY wins by $376.9K in total portfolio value· pulled ahead in Year 3
10 years
HEINY
HEINY
● Live price
2.16%
Share price
$38.06
Annual div
$0.82
5Y div CAGR
62.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$406.3K
Annual income
$238,710.37
Full HEINY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — HEINY vs JEPI

📍 HEINY pulled ahead of the other in Year 3

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 PeriodHEINYJEPI
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, HEINY + JEPI cover 0 of 12 monthsgood coverage

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

HEINY
Annual income on $10K today (after 15% tax)
$183.27/yr
After 10yr DRIP, annual income (after tax)
$202,903.81/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, HEINY beats the other by $201,566.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HEINY: 50%JEPI: 50%
100% JEPI50/50100% HEINY
Portfolio after 10yr
$217.8K
Annual income
$120,142.01/yr
Blended yield
55.16%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HEINY right now

HEINY
Analyst Ratings
3
Buy
1
Hold
1
Sell
Consensus: Buy
Altman Z
2.6
Piotroski
7/9
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)

HEINY buys
0
JEPI buys
0
No recent congressional trades found for HEINY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEINYJEPI
Forward yield2.16%8.56%
Annual dividend / share$0.82$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR62.7%0%
Portfolio after 10y$406.3K$29.3K
Annual income after 10y$238,710.37$1,573.67
Total dividends collected$368.9K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHEINY PortfolioHEINY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,051$350.80$11,276$855.74$225.00JEPI
2$12,414$589.46$12,675$926.02$261.00JEPI
3← crossover$14,290$1,006.86$14,207$999.01+$83.00HEINY
4$17,052$1,762.33$15,878$1,074.57+$1.2KHEINY
5$21,444$3,197.81$17,697$1,152.57+$3.7KHEINY
6$29,059$6,114.69$19,674$1,232.87+$9.4KHEINY
7$43,693$12,599.86$21,815$1,315.29+$21.9KHEINY
8$75,559$28,807.04$24,131$1,399.68+$51.4KHEINY
9$156,596$75,748.20$26,630$1,485.86+$130.0KHEINY
10$406,269$238,710.37$29,323$1,573.67+$376.9KHEINY

HEINY vs JEPI: Complete Analysis 2026

HEINYStock

Heineken N.V. engages in the brewing and selling of beer and cider. It also provides soft drinks and water. It offers its beers under the Heineken, Amstel, Desperados, Sol, Tiger, Birra Moretti, Affligem, Lagunitas, and Mort Subite brands, as well as under various other regional and local brands; and cider under the Strongbow Apple Ciders, Orchard Thieves, Follow The Fox, Cidrerie Stassen, Bulmers, Old Mout, and Blind Pig brands. The company offers its products to retailers, bars, pubs, hotels, and restaurants in Europe, Americas, Africa, the Middle East, Eastern Europe, and the Asia Pacific markets. The company was founded in 1864 and is based in Amsterdam, the Netherlands. Heineken N.V. is a subsidiary of Heineken Holding N.V.

Full HEINY 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.