Is HMHC or JEPQ a better dividend investment in 2026?

HMHC currently yields 9.51% 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 HMHC and JEPQ?

HMHC has a forward dividend yield of 9.51% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 1.59 percentage points.

Home › Compare › HMHC vs JEPQ

HMHC vs JEPQ: Dividend Comparison 2026

HMHC yields 9.51% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 JEPQ wins by $7.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HMHC

● Live price

9.51%

Share price

$21.03

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$37.5K

Annual income

$1,730.54

Full HMHC 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 — HMHC vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	HMHC	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, HMHC + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HMHC 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.

HMHC

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

$808.37/yr

After 10yr DRIP, annual income (after tax)

$1,470.96/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, JEPQ beats the other by $358.74/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 HMHC + JEPQ for your $10,000?

HMHC: 50%JEPQ: 50%

100% JEPQ50/50100% HMHC

Portfolio after 10yr

$41.2K

Annual income

$1,941.56/yr

Blended yield

4.72%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on HMHC right now

HMHC

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

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)

HMHC buys

JEPQ buys

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

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

MetricHMHCJEPQ

Forward yield	9.51%	11.10% ✓
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$37.5K	$44.8K ✓
Annual income after 10y	$1,730.54	$2,152.59 ✓
Total dividends collected	$13.4K	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	HMHC Portfolio	HMHC Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$11,651	$951.02	$11,930	$1,110.39	$279.00 → JEPQ
2	$13,502	$1,035.55	$14,133	$1,224.34	$631.00 → JEPQ
3	$15,569	$1,121.57	$16,632	$1,340.46	$1.1K → JEPQ
4	$17,867	$1,208.64	$19,454	$1,457.97	$1.6K → JEPQ
5	$20,414	$1,296.33	$22,626	$1,576.08	$2.2K → JEPQ
6	$23,228	$1,384.23	$26,175	$1,694.09	$2.9K → JEPQ
7	$26,325	$1,471.95	$30,133	$1,811.32	$3.8K → JEPQ
8	$29,727	$1,559.12	$34,531	$1,927.17	$4.8K → JEPQ
9	$33,454	$1,645.42	$39,403	$2,041.08	$5.9K → JEPQ
10	$37,526	$1,730.54	$44,787	$2,152.59	$7.3K → JEPQ

HMHC vs JEPQ: Complete Analysis 2026

HMHC — Stock

Houghton Mifflin Harcourt Company, a learning technology company, provides curriculum, supplemental, intervention solutions, and professional learning services worldwide. It offers education programs in disciplines including reading, literature, math, science, and social studies; and extensions, such as supplemental and intervention solutions, professional services, professional resources, and educational services for teachers under the Heinemann brand. The company was formerly known as HMH Holdings (Delaware), Inc. and changed its name to Houghton Mifflin Harcourt Company in October 2013. Houghton Mifflin Harcourt Company was founded in 1832 and is headquartered in Boston, Massachusetts. As of April 6, 2022, Houghton Mifflin Harcourt Company was taken private.

Full HMHC 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.