HomeCompareHLOC vs JEPQ

HLOC vs JEPQ: Dividend Comparison 2026

HLOC yields 425.53% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HLOC wins by $18058.55M in total portfolio value
10 years
HLOC
HLOC
● Live price
425.53%
Share price
$0.47
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18058.60M
Annual income
$12,349,610,253.13
Full HLOC 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 — HLOC vs JEPQ

📍 HLOC 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 PeriodHLOCJEPQ
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, HLOC + JEPQ cover 0 of 12 monthsgood coverage

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

HLOC
Annual income on $10K today (after 15% tax)
$36,170.21/yr
After 10yr DRIP, annual income (after tax)
$10,497,168,715.16/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, HLOC beats the other by $10,497,166,885.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLOC: 50%JEPQ: 50%
100% JEPQ50/50100% HLOC
Portfolio after 10yr
$9029.32M
Annual income
$6,174,806,202.85/yr
Blended yield
68.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLOC buys
0
JEPQ buys
0
No recent congressional trades found for HLOC or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLOCJEPQ
Forward yield425.53%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$18058.60M$44.8K
Annual income after 10y$12,349,610,253.13$2,152.59
Total dividends collected$17541.95M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLOC PortfolioHLOC Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$53,253$42,553.19$11,930$1,110.39+$41.3KHLOC
2$268,765$211,784.42$14,133$1,224.34+$254.6KHLOC
3$1,286,515$998,936.38$16,632$1,340.46+$1.27MHLOC
4$5,845,421$4,468,849.76$19,454$1,457.97+$5.83MHLOC
5$25,230,957$18,976,356.52$22,626$1,576.08+$25.21MHLOC
6$103,547,438$76,550,313.71$26,175$1,694.09+$103.52MHLOC
7$404,404,397$293,608,638.27$30,133$1,811.32+$404.37MHLOC
8$1,504,383,912$1,071,671,207.21$34,531$1,927.17+$1504.35MHLOC
9$5,335,499,864$3,725,809,078.26$39,403$2,041.08+$5335.46MHLOC
10$18,058,595,107$12,349,610,253.13$44,787$2,152.59+$18058.55MHLOC

HLOC vs JEPQ: Complete Analysis 2026

HLOCStock

Helo Corp., a wellness technology company, provides wearable devices for use in the quantified-self wellness market. The company's wearable devices and related applications offer its end-users with health-related knowledge acquired through self-tracking. It offers VYYO Vista, which captures data that can be used to analyze resting and exercising heart rates, blood pressure estimation, breath rate, and energy levels, as well as provide insights into mood and sleep; and VYVO Sense, a smartband with 6 axes movement detection and an electrocardiogram (ECG) sensor. The company also provides VYVO Icon, a smartwatch that enables data to be collected to allow third parties to deduce parameters, such as body fat percentage, visceral fat levels, muscle, and bone mass; gather data to generate a third-party representation of an ECG; and provide continuous detection of possible irregular heartbeats comprising an atrial fibrillation or other arrhythmias. In addition, it offers VYVO Leggera, a smart weighing scale that can measure body weight, and has a BI sensor to capture data used to deduce bone weight, visceral fat, and body mass index; VYVO Vista+; and VYVO Watch Lite, which has data collection capabilities that enable features, including continuous atrial fibrillation detection, mood, and energy monitoring, as well as fall detection, SpO2 measurement capability, and sleep apnea detection. Further, it provides VYVO Watch Lite SE, which offers a body temperature result with an accuracy of up to ±0.1°C; and VYVO Watch Generation 2, a watch that enables medical-grade measurements with enhanced data accuracy for blood oxygen measurements, vascular aging, and ECGs. Helo Corp. sells its products through its marketing and distribution partner, VYVO HK Ltd., and its distribution network. The company was formerly known as World Technology Corp. and changed its name to Helo Corp. in October 2018. Helo Corp. was incorporated in 2010 and is headquartered in San Francisco, California.

Full HLOC 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.