HomeCompareHFEQ vs JEPQ

HFEQ vs JEPQ: Dividend Comparison 2026

HFEQ yields 10.59% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $4.5K in total portfolio value
10 years
HFEQ
HFEQ
● Live price
10.59%
Share price
$20.77
Annual div
$2.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.3K
Annual income
$2,055.91
Full HFEQ 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 — HFEQ 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 PeriodHFEQJEPQ
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, HFEQ + JEPQ cover 0 of 12 monthsgood coverage

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

HFEQ
Annual income on $10K today (after 15% tax)
$899.76/yr
After 10yr DRIP, annual income (after tax)
$1,747.52/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 $82.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFEQ: 50%JEPQ: 50%
100% JEPQ50/50100% HFEQ
Portfolio after 10yr
$42.5K
Annual income
$2,104.24/yr
Blended yield
4.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFEQ buys
0
JEPQ buys
0
No recent congressional trades found for HFEQ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFEQJEPQ
Forward yield10.59%11.10%
Annual dividend / share$2.20$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.3K$44.8K
Annual income after 10y$2,055.91$2,152.59
Total dividends collected$15.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHFEQ PortfolioHFEQ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,759$1,058.54$11,930$1,110.39$171.00JEPQ
2$13,745$1,163.26$14,133$1,224.34$388.00JEPQ
3$15,978$1,270.81$16,632$1,340.46$654.00JEPQ
4$18,477$1,380.62$19,454$1,457.97$977.00JEPQ
5$21,262$1,492.12$22,626$1,576.08$1.4KJEPQ
6$24,356$1,604.73$26,175$1,694.09$1.8KJEPQ
7$27,778$1,717.92$30,133$1,811.32$2.4KJEPQ
8$31,554$1,831.17$34,531$1,927.17$3.0KJEPQ
9$35,707$1,943.98$39,403$2,041.08$3.7KJEPQ
10$40,262$2,055.91$44,787$2,152.59$4.5KJEPQ

HFEQ vs JEPQ: Complete Analysis 2026

HFEQStock

An actively managed long/short equity ETF designed to replicate hedge‑fund industry return characteristics with approximately two‑times volatility by using ETFs, adjusted with futures, swaps, and direct equity positions

Full HFEQ 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.