HomeCompareHLTEF vs JEPI

HLTEF vs JEPI: Dividend Comparison 2026

HLTEF yields 2.38% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HLTEF wins by $137.97M in total portfolio value· pulled ahead in Year 2
10 years
HLTEF
HLTEF
● Live price
2.38%
Share price
$80.65
Annual div
$1.92
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$138.00M
Annual income
$127,680,763.92
Full HLTEF 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 — HLTEF vs JEPI

📍 HLTEF pulled ahead of the other in Year 2

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 PeriodHLTEFJEPI
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, HLTEF + JEPI cover 0 of 12 monthsgood coverage

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

HLTEF
Annual income on $10K today (after 15% tax)
$202.05/yr
After 10yr DRIP, annual income (after tax)
$108,528,649.33/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, HLTEF beats the other by $108,527,350.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLTEF: 50%JEPI: 50%
100% JEPI50/50100% HLTEF
Portfolio after 10yr
$69.01M
Annual income
$63,841,146.27/yr
Blended yield
92.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLTEF buys
0
JEPI buys
0
No recent congressional trades found for HLTEF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLTEFJEPI
Forward yield2.38%8.40%
Annual dividend / share$1.92$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$138.00M$29.0K
Annual income after 10y$127,680,763.92$1,528.62
Total dividends collected$137.20M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLTEF PortfolioHLTEF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,175$475.41$11,260$840.19$85.00JEPI
2← crossover$12,951$993.06$12,641$907.94+$310.00HLTEF
3$16,008$2,151.06$14,150$978.20+$1.9KHLTEF
4$22,099$4,969.94$15,795$1,050.85+$6.3KHLTEF
5$36,470$12,823.93$17,584$1,125.74+$18.9KHLTEF
6$78,580$39,557.57$19,526$1,202.74+$59.1KHLTEF
7$243,396$159,314.86$21,628$1,281.69+$221.8KHLTEF
8$1,182,797$922,363.75$23,898$1,362.43+$1.16MHLTEF
9$9,643,699$8,378,106.17$26,347$1,444.79+$9.62MHLTEF
10$137,999,522$127,680,763.92$28,982$1,528.62+$137.97MHLTEF

HLTEF vs JEPI: Complete Analysis 2026

HLTEFStock

Hilan Ltd., a software as a service (SaaS) provider, develops solutions for management of enterprise human capital in Israel. It provides solutions for payroll, HR, time and attendance, pension, analytics, and BPO; and managing the employee lifecycle from recruitment to retirement. The company also offers information technology (IT) infrastructure, security, and data management; and IT solutions, including big data, data storage, backup and virtualization, cloud SaaS, data, and cyber security. It serves customers in the industry, high-tech, finance, academic, communication, health care, municipal, transportation, retail, government, education, social care, association, and hotel sectors. The company is headquartered in Tel Aviv-Yafo, Israel.

Full HLTEF 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.