HomeCompareHFLGX vs JEPQ

HFLGX vs JEPQ: Dividend Comparison 2026

HFLGX yields 5.82% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $15.4K in total portfolio value
10 years
HFLGX
HFLGX
● Live price
5.82%
Share price
$11.80
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$843.42
Full HFLGX 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 — HFLGX 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 PeriodHFLGXJEPQ
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, HFLGX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HFLGX pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HFLGX
Annual income on $10K today (after 15% tax)
$494.63/yr
After 10yr DRIP, annual income (after tax)
$716.91/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 $1,112.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFLGX: 50%JEPQ: 50%
100% JEPQ50/50100% HFLGX
Portfolio after 10yr
$37.1K
Annual income
$1,498.00/yr
Blended yield
4.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFLGX buys
0
JEPQ buys
0
No recent congressional trades found for HFLGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFLGXJEPQ
Forward yield5.82%11.10%
Annual dividend / share$0.69$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$44.8K
Annual income after 10y$843.42$2,152.59
Total dividends collected$7.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHFLGX PortfolioHFLGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,282$581.92$11,930$1,110.39$648.00JEPQ
2$12,685$613.56$14,133$1,224.34$1.4KJEPQ
3$14,218$644.75$16,632$1,340.46$2.4KJEPQ
4$15,889$675.37$19,454$1,457.97$3.6KJEPQ
5$17,706$705.36$22,626$1,576.08$4.9KJEPQ
6$19,680$734.62$26,175$1,694.09$6.5KJEPQ
7$21,821$763.11$30,133$1,811.32$8.3KJEPQ
8$24,139$790.76$34,531$1,927.17$10.4KJEPQ
9$26,646$817.54$39,403$2,041.08$12.8KJEPQ
10$29,355$843.42$44,787$2,152.59$15.4KJEPQ

HFLGX vs JEPQ: Complete Analysis 2026

HFLGXStock

The fund invests in growth-oriented common stocks of larger companies by utilizing a quantitative formula known as the Cornerstone Large Growth Formula (the "Large Growth Formula"). It purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Large Growth Formula, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.

Full HFLGX 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.