HomeCompareHLOSF vs JEPI

HLOSF vs JEPI: Dividend Comparison 2026

HLOSF yields 90.91% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HLOSF wins by $2.64M in total portfolio value
10 years
HLOSF
HLOSF
● Live price
90.91%
Share price
$2.20
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.67M
Annual income
$842,999.04
Full HLOSF 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 — HLOSF vs JEPI

📍 HLOSF 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 PeriodHLOSFJEPI
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, HLOSF + JEPI cover 0 of 12 monthsgood coverage

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

HLOSF
Annual income on $10K today (after 15% tax)
$7,727.27/yr
After 10yr DRIP, annual income (after tax)
$716,549.18/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, HLOSF beats the other by $715,249.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLOSF: 50%JEPI: 50%
100% JEPI50/50100% HLOSF
Portfolio after 10yr
$1.35M
Annual income
$422,263.83/yr
Blended yield
31.32%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HLOSF right now

HLOSF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
1.9
Piotroski
2/9
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)

HLOSF buys
0
JEPI buys
0
No recent congressional trades found for HLOSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLOSFJEPI
Forward yield90.91%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$2.67M$29.0K
Annual income after 10y$842,999.04$1,528.62
Total dividends collected$2.36M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLOSF PortfolioHLOSF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$19,791$9,090.91$11,260$840.19+$8.5KHLOSF
2$37,991$16,814.71$12,641$907.94+$25.4KHLOSF
3$70,817$30,166.17$14,150$978.20+$56.7KHLOSF
4$128,326$52,552.16$15,795$1,050.85+$112.5KHLOSF
5$226,308$88,999.24$17,584$1,125.74+$208.7KHLOSF
6$388,835$146,685.82$19,526$1,202.74+$369.3KHLOSF
7$651,597$235,543.05$21,628$1,281.69+$630.0KHLOSF
8$1,066,101$368,892.48$23,898$1,362.43+$1.04MHLOSF
9$1,704,801$564,073.19$26,347$1,444.79+$1.68MHLOSF
10$2,667,136$842,999.04$28,982$1,528.62+$2.64MHLOSF

HLOSF vs JEPI: Complete Analysis 2026

HLOSFStock

Healios K.K. engages in the research and development, manufacture, and sale of cell therapy and regenerative medicine products in Japan, Europe, and the United States. The company is also developing cellular and tissue-based products comprising HLCR011 and HLCR012 that are iPSC regenerative medicines for the treatment of age-related macular degeneration; HLCL041, an iPSC regenerative medicine for the treatment of metabolic liver disease; and HLCM051, a regenerative medicine for treatment of ischemic stroke and acute respiratory distress syndrome, as well as HLCN061 for treating solid tumors. Healios K.K. has a joint research agreement with the Hyogo Medical University on cancer immunotherapies for mesothelioma using eNK cells. The company was formerly known as Retina Institute Japan, K.K. and changed its name to Healios K.K. in September 2013. Healios K.K. was incorporated in 2011 and is headquartered in Tokyo, Japan.

Full HLOSF 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.