HomeCompareHLMNY vs JEPQ

HLMNY vs JEPQ: Dividend Comparison 2026

HLMNY yields 1.92% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HLMNY wins by $53.29M in total portfolio value· pulled ahead in Year 4
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 →
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 — HLMNY vs JEPQ

📍 HLMNY pulled ahead of the other in Year 4

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 PeriodHLMNYJEPQ
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, HLMNY + JEPQ cover 0 of 12 monthsgood coverage

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

HLMNY
Annual income on $10K today (after 15% tax)
$162.82/yr
After 10yr DRIP, annual income (after tax)
$41,200,334.65/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, HLMNY beats the other by $41,198,504.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLMNY: 50%JEPQ: 50%
100% JEPQ50/50100% HLMNY
Portfolio after 10yr
$26.69M
Annual income
$24,236,567.26/yr
Blended yield
90.81%
📊

Analyst Conviction Gap

Where Wall Street is split right now

HLMNY
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
2.5
Piotroski
6/9
JEPQ
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
JEPQ buys
0
No recent congressional trades found for HLMNY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLMNYJEPQ
Forward yield1.92%11.10%
Annual dividend / share$0.34$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$53.33M$44.8K
Annual income after 10y$48,470,981.94$2,152.59
Total dividends collected$52.93M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLMNY PortfolioHLMNY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,083$383.11$11,930$1,110.39$847.00JEPQ
2$12,653$793.65$14,133$1,224.34$1.5KJEPQ
3$15,232$1,693.54$16,632$1,340.46$1.4KJEPQ
4← crossover$20,109$3,810.77$19,454$1,457.97+$655.00HLMNY
5$30,920$9,403.61$22,626$1,576.08+$8.3KHLMNY
6$60,111$27,026.78$26,175$1,694.09+$33.9KHLMNY
7$162,529$98,210.07$30,133$1,811.32+$132.4KHLMNY
8$670,245$496,338.41$34,531$1,927.17+$635.7KHLMNY
9$4,542,998$3,825,836.01$39,403$2,041.08+$4.50MHLMNY
10$53,331,989$48,470,981.94$44,787$2,152.59+$53.29MHLMNY

HLMNY vs JEPQ: 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 →

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.