HomeCompareHERXF vs JEPQ

HERXF vs JEPQ: Dividend Comparison 2026

HERXF yields 9.15% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $8.1K in total portfolio value
10 years
HERXF
HERXF
● Live price
9.15%
Share price
$21.86
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.6K
Annual income
$1,628.61
Full HERXF 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 — HERXF vs JEPQ

📍 JEPQ 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 PeriodHERXFJEPQ
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, HERXF + JEPQ cover 0 of 12 monthsgood coverage

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

HERXF
Annual income on $10K today (after 15% tax)
$777.68/yr
After 10yr DRIP, annual income (after tax)
$1,384.32/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, JEPQ beats the other by $445.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HERXF: 50%JEPQ: 50%
100% JEPQ50/50100% HERXF
Portfolio after 10yr
$40.7K
Annual income
$1,890.59/yr
Blended yield
4.64%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HERXF right now

HERXF
Analyst Ratings
3
Buy
Consensus: Buy
Altman Z
3.1
Piotroski
7/9
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)

HERXF buys
0
JEPQ buys
0
No recent congressional trades found for HERXF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHERXFJEPQ
Forward yield9.15%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.6K$44.8K
Annual income after 10y$1,628.61$2,152.59
Total dividends collected$12.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHERXF PortfolioHERXF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,615$914.91$11,930$1,110.39$315.00JEPQ
2$13,421$993.14$14,133$1,224.34$712.00JEPQ
3$15,433$1,072.51$16,632$1,340.46$1.2KJEPQ
4$17,666$1,152.61$19,454$1,457.97$1.8KJEPQ
5$20,136$1,233.06$22,626$1,576.08$2.5KJEPQ
6$22,859$1,313.49$26,175$1,694.09$3.3KJEPQ
7$25,852$1,393.57$30,133$1,811.32$4.3KJEPQ
8$29,135$1,472.97$34,531$1,927.17$5.4KJEPQ
9$32,726$1,551.40$39,403$2,041.08$6.7KJEPQ
10$36,645$1,628.61$44,787$2,152.59$8.1KJEPQ

HERXF vs JEPQ: Complete Analysis 2026

HERXFStock

Héroux-Devtek Inc. engages in the design, development, manufacture, assembling, and repair and overhaul of aircraft landing gears, hydraulic and electromechanical flight control actuators, custom ball screws, and fracture-critical components. The company also assembles and installs aircraft components at customer assembly lines. In addition, it offers electro-mechanical linear actuation systems; design, engineering, and product support services; surface treatment services; and electronic enclosures, heat exchangers, cabinets, and titanium components. The company serves commercial and defense sectors of the aerospace industries. It operates in Canada, the United States, the United Kingdom, Rest of Europe, Spain, and internationally. The company was formerly known as Heroux Inc. and changed its name to Héroux-Devtek Inc. in 2000. Héroux-Devtek Inc. was incorporated in 1942 and is headquartered in Longueuil, Canada.

Full HERXF 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.