HomeCompareHMSVF vs JEPQ

HMSVF vs JEPQ: Dividend Comparison 2026

HMSVF yields 0.46% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HMSVF wins by $478.9K in total portfolio value· pulled ahead in Year 7
10 years
HMSVF
HMSVF
● Live price
0.46%
Share price
$14.70
Annual div
$0.07
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$523.7K
Annual income
$370,046.76
Full HMSVF 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 — HMSVF vs JEPQ

📍 HMSVF pulled ahead of the other in Year 7

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 PeriodHMSVFJEPQ
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, HMSVF + JEPQ cover 0 of 12 monthsgood coverage

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

HMSVF
Annual income on $10K today (after 15% tax)
$39.32/yr
After 10yr DRIP, annual income (after tax)
$314,539.75/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, HMSVF beats the other by $312,710.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HMSVF: 50%JEPQ: 50%
100% JEPQ50/50100% HMSVF
Portfolio after 10yr
$284.3K
Annual income
$186,099.67/yr
Blended yield
65.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HMSVF buys
0
JEPQ buys
0
No recent congressional trades found for HMSVF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHMSVFJEPQ
Forward yield0.46%11.10%
Annual dividend / share$0.07$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$523.7K$44.8K
Annual income after 10y$370,046.76$2,152.59
Total dividends collected$490.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHMSVF PortfolioHMSVF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,793$92.52$11,930$1,110.39$1.1KJEPQ
2$11,735$186.63$14,133$1,224.34$2.4KJEPQ
3$12,935$379.30$16,632$1,340.46$3.7KJEPQ
4$14,622$781.52$19,454$1,457.97$4.8KJEPQ
5$17,297$1,651.29$22,626$1,576.08$5.3KJEPQ
6$22,159$3,651.14$26,175$1,694.09$4.0KJEPQ
7← crossover$32,453$8,742.83$30,133$1,811.32+$2.3KHMSVF
8$58,658$23,933.23$34,531$1,927.17+$24.1KHMSVF
9$143,621$80,857.25$39,403$2,041.08+$104.2KHMSVF
10$523,722$370,046.76$44,787$2,152.59+$478.9KHMSVF

HMSVF vs JEPQ: Complete Analysis 2026

HMSVFStock

HomeServe plc, together with its subsidiaries, provides home repair and improvement services to homeowners under the HomeServe brand. It offers home assistance via subscription-based membership services for plumbing, heating, ventilation, and air conditioning; and electrical, glazing, pest control, and locksmith service. The company also operates an online marketplace to help homeowners to find local trade on-demand, as well as to help with a range of home repairs and improvements, including landscape gardening and carpet cleaning. It serves approximately 8.4 million customers through a network of engineers and sub-contractors primarily in the United Kingdom, the United States, Canada, France, Belgium, Spain, Portugal, and Japan. HomeServe plc was incorporated in 1991 and is based in Walsall, the United Kingdom.

Full HMSVF 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.