HomeCompareHLMNY vs JEPI

HLMNY vs JEPI: Dividend Comparison 2026

HLMNY yields 1.92% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HLMNY wins by $53.30M in total portfolio value· pulled ahead in Year 2
10 years
HLMNY
HLMNY
● Live price
1.92%
Share price
$17.98
Annual div
$0.34
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$53.33M
Annual income
$48,470,981.94
Full HLMNY 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 — HLMNY vs JEPI

📍 HLMNY pulled ahead of the other in Year 2

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHLMNYJEPI
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, HLMNY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HLMNY
Annual income on $10K today (after 15% tax)
$162.82/yr
After 10yr DRIP, annual income (after tax)
$41,200,334.65/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, HLMNY beats the other by $41,199,035.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLMNY: 50%JEPI: 50%
100% JEPI50/50100% HLMNY
Portfolio after 10yr
$26.68M
Annual income
$24,236,255.28/yr
Blended yield
90.84%
📊

Analyst Conviction Gap

Where Wall Street is split right now

HLMNY
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
2.5
Piotroski
6/9
JEPI
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)

HLMNY buys
0
JEPI buys
0
No recent congressional trades found for HLMNY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLMNYJEPI
Forward yield1.92%8.40%
Annual dividend / share$0.34$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$53.33M$29.0K
Annual income after 10y$48,470,981.94$1,528.62
Total dividends collected$52.93M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLMNY PortfolioHLMNY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,083$383.11$11,260$840.19$177.00JEPI
2← crossover$12,653$793.65$12,641$907.94+$12.00HLMNY
3$15,232$1,693.54$14,150$978.20+$1.1KHLMNY
4$20,109$3,810.77$15,795$1,050.85+$4.3KHLMNY
5$30,920$9,403.61$17,584$1,125.74+$13.3KHLMNY
6$60,111$27,026.78$19,526$1,202.74+$40.6KHLMNY
7$162,529$98,210.07$21,628$1,281.69+$140.9KHLMNY
8$670,245$496,338.41$23,898$1,362.43+$646.3KHLMNY
9$4,542,998$3,825,836.01$26,347$1,444.79+$4.52MHLMNY
10$53,331,989$48,470,981.94$28,982$1,528.62+$53.30MHLMNY

HLMNY vs JEPI: Complete Analysis 2026

HLMNYStock

Holmen AB (publ) produces and sells paperboards, papers, wood products, and renewable energy in Sweden, Germany, the United Kingdom, France, Italy, rest of Europe, Asia, and internationally. The company's Forest segment offers logs, pulpwood, and biofuel to sawmills, pulp mills, and paperboard and paper mills; and manages forests, which cover approximately one million hectares. Its Paperboard segment provides paperboards for consumer packaging to brand owners, converters, and wholesalers. The company's Paper segment offers papers for books, magazines, printed advertising, and packaging to publishers, printing firms, and retailers. Its Wood Products segment provides construction and joinery timber, CLT and glulam products, and wood for pallets and packaging to construction, joinery, and packaging industries, as well as builders' merchants; and operates sawmills. The company's Renewable Energy segment operates 21 hydro power stations; and wind farms with a capacity of approximately 1.2 TWh of electricity. Holmen AB (publ) was founded in 1609 and is headquartered in Stockholm, Sweden.

Full HLMNY 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 →
📬

Get this HLMNY vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HLMNY vs SCHDHLMNY vs OHLMNY vs KOHLMNY vs MAINHLMNY vs JEPQHLMNY vs XYLDHLMNY vs DIVOHLMNY vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.