Is HELOF or JEPQ a better dividend investment in 2026?

HELOF currently yields 2051.28% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: HELOF offers higher current income.

What is the dividend yield difference between HELOF and JEPQ?

HELOF has a forward dividend yield of 2051.28% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 2040.18 percentage points.

Home › Compare › HELOF vs JEPQ

HELOF vs JEPQ: Dividend Comparison 2026

HELOF yields 2051.28% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 HELOF wins by $12584861524.66M in total portfolio value

INVESTMENT

TIME HORIZON10 years

HELOF

● Live price

2051.28%

Share price

$0.10

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$12584861524.70M

Annual income

$11,483,600,029,684,344.00

Full HELOF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — HELOF vs JEPQ

📍 HELOF 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 Period	HELOF	JEPQ
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, HELOF + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HELOF 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.

HELOF

Annual income on $10K today (after 15% tax)

$174,358.97/yr

After 10yr DRIP, annual income (after tax)

$9,761,060,025,231,692.00/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, HELOF beats the other by $9,761,060,025,229,862.00/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

HELOF: 50%JEPQ: 50%

100% JEPQ50/50100% HELOF

Portfolio after 10yr

$6292430762.37M

Annual income

$5,741,800,014,843,248.00/yr

Blended yield

91.25%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HELOF buys

JEPQ buys

No recent congressional trades found for HELOF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricHELOFJEPQ

Forward yield	2051.28% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$12584861524.70M ✓	$44.8K
Annual income after 10y	$11,483,600,029,684,344.00 ✓	$2,152.59
Total dividends collected	$12506849112.52M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	HELOF Portfolio	HELOF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$215,828	$205,128.21	$11,930	$1,110.39	+$203.9K → HELOF
2	$4,368,549	$4,137,612.37	$14,133	$1,224.34	+$4.35M → HELOF
3	$82,944,285	$78,269,938.20	$16,632	$1,340.46	+$82.93M → HELOF
4	$1,477,616,926	$1,388,866,540.87	$19,454	$1,457.97	+$1477.60M → HELOF
5	$24,704,473,251	$23,123,423,139.88	$22,626	$1,576.08	+$24704.45M → HELOF
6	$387,745,540,207	$361,311,753,828.82	$26,175	$1,694.09	+$387745.51M → HELOF
7	$5,714,810,303,129	$5,299,922,575,107.56	$30,133	$1,811.32	+$5714810.27M → HELOF
8	$79,117,855,048,821	$73,003,008,024,472.69	$34,531	$1,927.17	+$79117855.01M → HELOF
9	$1,029,216,350,483,176	$944,560,245,580,937.20	$39,403	$2,041.08	+$1029216350.44M → HELOF
10	$12,584,861,524,701,342	$11,483,600,029,684,344.00	$44,787	$2,152.59	+$12584861524.66M → HELOF

HELOF vs JEPQ: Complete Analysis 2026

HELOF — Stock

Winshear Gold Corp. engages in the acquisition, exploration, and development of mineral properties. It explores for the Gaban Gold project, which consists of 41 concessions covering an area of 15,629 hectares; and the Tinka iron oxide copper-gold project that includes 6 concessions that covers an area of 2,198 hectares located in Peru. The company was formerly known as Helio Resource Corp. and changed its name to Winshear Gold Corp. in January 2020. Winshear Gold Corp. was incorporated in 1998 and is headquartered in Vancouver, Canada.

Full HELOF Calculator →

JEPQ — ETF

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.