HomeCompareHLTEF vs JEPQ

HLTEF vs JEPQ: Dividend Comparison 2026

HLTEF yields 2.38% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HLTEF wins by $137.95M in total portfolio value· pulled ahead in Year 4
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 →
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 — HLTEF vs JEPQ

📍 HLTEF 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 PeriodHLTEFJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

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

HLTEF
Annual income on $10K today (after 15% tax)
$202.05/yr
After 10yr DRIP, annual income (after tax)
$108,528,649.33/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, HLTEF beats the other by $108,526,819.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLTEF: 50%JEPQ: 50%
100% JEPQ50/50100% HLTEF
Portfolio after 10yr
$69.02M
Annual income
$63,841,458.25/yr
Blended yield
92.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLTEF buys
0
JEPQ buys
0
No recent congressional trades found for HLTEF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLTEFJEPQ
Forward yield2.38%11.10%
Annual dividend / share$1.92$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$138.00M$44.8K
Annual income after 10y$127,680,763.92$2,152.59
Total dividends collected$137.20M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLTEF PortfolioHLTEF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,175$475.41$11,930$1,110.39$755.00JEPQ
2$12,951$993.06$14,133$1,224.34$1.2KJEPQ
3$16,008$2,151.06$16,632$1,340.46$624.00JEPQ
4← crossover$22,099$4,969.94$19,454$1,457.97+$2.6KHLTEF
5$36,470$12,823.93$22,626$1,576.08+$13.8KHLTEF
6$78,580$39,557.57$26,175$1,694.09+$52.4KHLTEF
7$243,396$159,314.86$30,133$1,811.32+$213.3KHLTEF
8$1,182,797$922,363.75$34,531$1,927.17+$1.15MHLTEF
9$9,643,699$8,378,106.17$39,403$2,041.08+$9.60MHLTEF
10$137,999,522$127,680,763.92$44,787$2,152.59+$137.95MHLTEF

HLTEF vs JEPQ: 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 →

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.