HomeCompareHESAF vs JEPQ

HESAF vs JEPQ: Dividend Comparison 2026

HESAF yields 0.31% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HESAF wins by $189.9K in total portfolio value· pulled ahead in Year 8
10 years
HESAF
HESAF
● Live price
0.31%
Share price
$1,875.50
Annual div
$5.91
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$234.6K
Annual income
$145,732.87
Full HESAF 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 — HESAF vs JEPQ

📍 HESAF pulled ahead of the other in Year 8

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 PeriodHESAFJEPQ
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, HESAF + JEPQ cover 0 of 12 monthsgood coverage

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

HESAF
Annual income on $10K today (after 15% tax)
$26.76/yr
After 10yr DRIP, annual income (after tax)
$123,872.94/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, HESAF beats the other by $122,043.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HESAF: 50%JEPQ: 50%
100% JEPQ50/50100% HESAF
Portfolio after 10yr
$139.7K
Annual income
$73,942.73/yr
Blended yield
52.92%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

HESAF
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
22.6
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)

HESAF buys
0
JEPQ buys
0
No recent congressional trades found for HESAF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHESAFJEPQ
Forward yield0.31%11.10%
Annual dividend / share$5.91$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$234.6K$44.8K
Annual income after 10y$145,732.87$2,152.59
Total dividends collected$207.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHESAF PortfolioHESAF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,763$62.97$11,930$1,110.39$1.2KJEPQ
2$11,643$126.69$14,133$1,224.34$2.5KJEPQ
3$12,714$256.17$16,632$1,340.46$3.9KJEPQ
4$14,127$522.87$19,454$1,457.97$5.3KJEPQ
5$16,202$1,085.93$22,626$1,576.08$6.4KJEPQ
6$19,664$2,327.88$26,175$1,694.09$6.5KJEPQ
7$26,321$5,280.93$30,133$1,811.32$3.8KJEPQ
8← crossover$41,377$13,212.78$34,531$1,927.17+$6.8KHESAF
9$83,096$38,822.84$39,403$2,041.08+$43.7KHESAF
10$234,645$145,732.87$44,787$2,152.59+$189.9KHESAF

HESAF vs JEPQ: Complete Analysis 2026

HESAFStock

Hermès International Société en commandite par actions engages in the production, wholesale, and retail of various goods. The company offers leather goods and saddlery, such as bags for men and women, clutches, briefcases, luggage, small leather goods, diaries and writing objects, saddles, bridles, and a range of equestrian products and clothing; ready-to-wear garments for men and women; and accessories, including jewelry, belts, hats, gloves, the Internet of Things products, and shoes. It also provides silk and textiles for men and women; art of living and tableware products; perfumes; and watches. In addition, the company is also involved in weaving, engraving, printing, dyeing, finishing, and producing textiles; and purchasing, tanning, dyeing, finishing, and selling precious leathers. It sells its products through a network of 303 stores worldwide. The company also sells watches, perfumes, and tableware through a network of specialized stores. Hermès International Société en commandite par actions was founded in 1837 and is based in Paris, France. Hermès International Société en commandite par actions operates as a subsidiary of H51 SAS.

Full HESAF 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.