HomeCompareHKUOY vs JEPI

HKUOY vs JEPI: Dividend Comparison 2026

HKUOY yields 1.27% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.1K in total portfolio value
10 years
HKUOY
HKUOY
● Live price
1.27%
Share price
$12.74
Annual div
$0.16
5Y div CAGR
10.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$386.97
Full HKUOY 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 — HKUOY 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 PeriodHKUOYJEPI
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, HKUOY + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HKUOY pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

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

HKUOY
Annual income on $10K today (after 15% tax)
$108.08/yr
After 10yr DRIP, annual income (after tax)
$328.92/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 $970.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HKUOY: 50%JEPI: 50%
100% JEPI50/50100% HKUOY
Portfolio after 10yr
$25.9K
Annual income
$957.79/yr
Blended yield
3.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HKUOY buys
0
JEPI buys
0
No recent congressional trades found for HKUOY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHKUOYJEPI
Forward yield1.27%8.40%
Annual dividend / share$0.16$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR10.3%0%
Portfolio after 10y$22.8K$29.0K
Annual income after 10y$386.97$1,528.62
Total dividends collected$2.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHKUOY PortfolioHKUOY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,840$140.25$11,260$840.19$420.00JEPI
2$11,756$156.72$12,641$907.94$885.00JEPI
3$12,754$175.20$14,150$978.20$1.4KJEPI
4$13,843$195.94$15,795$1,050.85$2.0KJEPI
5$15,031$219.22$17,584$1,125.74$2.6KJEPI
6$16,328$245.38$19,526$1,202.74$3.2KJEPI
7$17,746$274.78$21,628$1,281.69$3.9KJEPI
8$19,296$307.85$23,898$1,362.43$4.6KJEPI
9$20,992$345.06$26,347$1,444.79$5.4KJEPI
10$22,848$386.97$28,982$1,528.62$6.1KJEPI

HKUOY vs JEPI: Complete Analysis 2026

HKUOYStock

Hakuhodo DY Holdings Inc. operates as a marketing and communications services company in Japan and internationally. The company engages in the advertising and digital marketing business; and planning, production, buying, and media traffic in media and contents businesses, as well as provision of marketing solutions for advertisers, media companies, and content holders. It also provides brand building services; and specializes in business development in the entertainment field, including animated programs and live events. Hakuhodo DY Holdings Inc. was incorporated in 2003 and is headquartered in Tokyo, Japan.

Full HKUOY 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.