HomeCompareHLVX vs JEPQ

HLVX vs JEPQ: Dividend Comparison 2026

HLVX yields 95.69% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HLVX wins by $3.22M in total portfolio value
10 years
HLVX
HLVX
● Live price
95.69%
Share price
$2.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.26M
Annual income
$1,067,397.24
Full HLVX 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 — HLVX vs JEPQ

📍 HLVX 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 PeriodHLVXJEPQ
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, HLVX + JEPQ cover 0 of 12 monthsgood coverage

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

HLVX
Annual income on $10K today (after 15% tax)
$8,133.97/yr
After 10yr DRIP, annual income (after tax)
$907,287.65/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, HLVX beats the other by $905,457.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLVX: 50%JEPQ: 50%
100% JEPQ50/50100% HLVX
Portfolio after 10yr
$1.65M
Annual income
$534,774.91/yr
Blended yield
32.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLVX buys
0
JEPQ buys
0
No recent congressional trades found for HLVX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLVXJEPQ
Forward yield95.69%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$3.26M$44.8K
Annual income after 10y$1,067,397.24$2,152.59
Total dividends collected$2.90M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHLVX PortfolioHLVX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$20,269$9,569.38$11,930$1,110.39+$8.3KHLVX
2$39,816$18,127.60$14,133$1,224.34+$25.7KHLVX
3$75,882$33,279.13$16,632$1,340.46+$59.3KHLVX
4$140,469$59,275.00$19,454$1,457.97+$121.0KHLVX
5$252,850$102,548.32$22,626$1,576.08+$230.2KHLVX
6$443,065$172,515.34$26,175$1,694.09+$416.9KHLVX
7$756,599$282,519.41$30,133$1,811.32+$726.5KHLVX
8$1,260,443$450,881.99$34,531$1,927.17+$1.23MHLVX
9$2,050,673$701,999.14$39,403$2,041.08+$2.01MHLVX
10$3,261,617$1,067,397.24$44,787$2,152.59+$3.22MHLVX

HLVX vs JEPQ: Complete Analysis 2026

HLVXStock

HilleVax, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing novel vaccines. It is developing HIL-214, a virus-like particle-based vaccine candidate for the prevention of moderate-to-severe acute gastroenteritis caused by norovirus infection. The company is headquartered in Boston, Massachusetts.

Full HLVX 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.