Is HLVTY or JEPQ a better dividend investment in 2026?

HLVTY currently yields 2.95% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between HLVTY and JEPQ?

HLVTY has a forward dividend yield of 2.95% ($0.20/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 8.15 percentage points.

Home › Compare › HLVTY vs JEPQ

HLVTY vs JEPQ: Dividend Comparison 2026

HLVTY yields 2.95% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPQ wins by $1.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HLVTY

● Live price

2.95%

Share price

$6.88

Annual div

$0.20

5Y div CAGR

26.5%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$43.4K

Annual income

$5,909.46

Full HLVTY calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — HLVTY vs JEPQ

📍 JEPQ 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 Period	HLVTY	JEPQ
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, HLVTY + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

HLVTY 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.

HLVTY

Annual income on $10K today (after 15% tax)

$251.11/yr

After 10yr DRIP, annual income (after tax)

$5,023.04/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, HLVTY beats the other by $3,193.34/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

HLVTY: 50%JEPQ: 50%

100% JEPQ50/50100% HLVTY

Portfolio after 10yr

$44.1K

Annual income

$4,031.02/yr

Blended yield

9.14%

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Analyst Conviction Gap

Where Wall Street is split right now

HLVTY

Analyst Ratings

Hold

Consensus: Hold

Altman Z

0.6

Piotroski

3/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLVTY buys

JEPQ buys

No recent congressional trades found for HLVTY or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricHLVTYJEPQ

Forward yield	2.95%	11.10% ✓
Annual dividend / share	$0.20	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	26.5% ✓	0%
Portfolio after 10y	$43.4K	$44.8K ✓
Annual income after 10y	$5,909.46 ✓	$2,152.59
Total dividends collected	$20.1K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	HLVTY Portfolio	HLVTY Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$11,074	$373.71	$11,930	$1,110.39	$856.00 → JEPQ
2	$12,338	$489.25	$14,133	$1,224.34	$1.8K → JEPQ
3	$13,846	$644.46	$16,632	$1,340.46	$2.8K → JEPQ
4	$15,671	$855.04	$19,454	$1,457.97	$3.8K → JEPQ
5	$17,912	$1,144.04	$22,626	$1,576.08	$4.7K → JEPQ
6	$20,711	$1,545.96	$26,175	$1,694.09	$5.5K → JEPQ
7	$24,274	$2,113.39	$30,133	$1,811.32	$5.9K → JEPQ
8	$28,902	$2,928.39	$34,531	$1,927.17	$5.6K → JEPQ
9	$35,047	$4,122.07	$39,403	$2,041.08	$4.4K → JEPQ
10	$43,410	$5,909.46	$44,787	$2,152.59	$1.4K → JEPQ

HLVTY vs JEPQ: Complete Analysis 2026

HLVTY — Stock

Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.

Full HLVTY Calculator →

JEPQ — ETF

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.