HomeCompareHEP vs JEPI

HEP vs JEPI: Dividend Comparison 2026

HEP yields 6.85% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.1K in total portfolio value
10 years
HEP
HEP
● Live price
6.85%
Share price
$20.45
Annual div
$1.40
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$0.71
Full HEP 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 — HEP vs JEPI

📍 JEPI 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 PeriodHEPJEPI
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, HEP + JEPI cover 0 of 12 monthsgood coverage

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

HEP
Annual income on $10K today (after 15% tax)
$581.91/yr
After 10yr DRIP, annual income (after tax)
$0.60/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 $1,298.72/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 HEP + JEPI for your $10,000?

HEP: 50%JEPI: 50%
100% JEPI50/50100% HEP
Portfolio after 10yr
$24.9K
Annual income
$764.66/yr
Blended yield
3.07%
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Analyst Conviction Gap

Where Wall Street is split right now

HEP
Analyst Ratings
4
Buy
4
Hold
4
Sell
Consensus: Buy
Price Target
$19.00
-7.1% upside vs current
Range: $19.00 — $19.00
Altman Z
1.1
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HEP buys
0
JEPI buys
0
PoliticianChamberTickerTypeAmountDate
Kenny Marchant🏢 House$HEP▼ Sell$15,001 - $50,0002020-11-12
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEPJEPI
Forward yield6.85%8.40%
Annual dividend / share$1.40$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.9K$29.0K
Annual income after 10y$0.71$1,528.62
Total dividends collected$698.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHEP PortfolioHEP Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,042$342.30$11,260$840.19$218.00JEPI
2$11,992$176.62$12,641$907.94$649.00JEPI
3$12,921$89.63$14,150$978.20$1.2KJEPI
4$13,871$45.13$15,795$1,050.85$1.9KJEPI
5$14,864$22.64$17,584$1,125.74$2.7KJEPI
6$15,916$11.34$19,526$1,202.74$3.6KJEPI
7$17,036$5.67$21,628$1,281.69$4.6KJEPI
8$18,231$2.84$23,898$1,362.43$5.7KJEPI
9$19,509$1.42$26,347$1,444.79$6.8KJEPI
10$20,875$0.71$28,982$1,528.62$8.1KJEPI

HEP vs JEPI: Complete Analysis 2026

HEPStock

Holly Energy Partners, L.P. provides petroleum product and crude oil transportation, terminalling, storage, and throughput services to the petroleum industry in the United States. It operates through two segments, Pipelines and Terminals, and Refinery Processing Unit. The company operates refined product pipelines that transport conventional gasolines, reformulated gasolines, and low-octane gasolines for oxygenate blending, as well as sulfur diesel and jet fuels, and liquefied petroleum gases; intermediate product pipelines that transport intermediate feedstocks and crude oils; and oil trunk, gathering, and connection pipelines that delivers crude oil. It operates 26 main pipelines; crude gathering networks; 10 refined product terminals; 1 crude terminal; 1 lube terminal; 31,800 track feet of rail storage; 7 locations with truck and/or rail racks; and tankages at 6 refining facility locations, as well as five refinery processing units. The company was incorporated in 2004 and is based in Dallas, Texas.

Full HEP 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.