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HFMF vs JEPI: Dividend Comparison 2026

HFMF yields 2.66% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $5.3K in total portfolio value
10 years
HFMF
HFMF
● Live price
2.66%
Share price
$23.21
Annual div
$0.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.7K
Annual income
$315.33
Full HFMF 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 — HFMF 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 PeriodHFMFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, HFMF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFMF
Annual income on $10K today (after 15% tax)
$225.81/yr
After 10yr DRIP, annual income (after tax)
$268.03/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 $1,031.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HFMF + JEPI for your $10,000?

HFMF: 50%JEPI: 50%
100% JEPI50/50100% HFMF
Portfolio after 10yr
$26.3K
Annual income
$921.97/yr
Blended yield
3.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFMF buys
0
JEPI buys
0
No recent congressional trades found for HFMF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFMFJEPI
Forward yield2.66%8.40%
Annual dividend / share$0.62$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.7K$29.0K
Annual income after 10y$315.33$1,528.62
Total dividends collected$2.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHFMF PortfolioHFMF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,966$265.66$11,260$840.19$294.00JEPI
2$12,006$272.26$12,641$907.94$635.00JEPI
3$13,124$278.57$14,150$978.20$1.0KJEPI
4$14,328$284.62$15,795$1,050.85$1.5KJEPI
5$15,621$290.38$17,584$1,125.74$2.0KJEPI
6$17,010$295.88$19,526$1,202.74$2.5KJEPI
7$18,502$301.12$21,628$1,281.69$3.1KJEPI
8$20,104$306.10$23,898$1,362.43$3.8KJEPI
9$21,822$310.84$26,347$1,444.79$4.5KJEPI
10$23,665$315.33$28,982$1,528.62$5.3KJEPI

HFMF vs JEPI: Complete Analysis 2026

HFMFStock

A trend‑following managed futures ETF that seeks alpha with low expected correlation to broad bond and equity markets by investing in underlying ETFs and futures contracts

Full HFMF 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.