HomeCompareHMSVY vs JEPQ

HMSVY vs JEPQ: Dividend Comparison 2026

HMSVY yields 2.48% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HMSVY wins by $168.63M in total portfolio value· pulled ahead in Year 4
10 years
HMSVY
HMSVY
● Live price
2.48%
Share price
$27.29
Annual div
$0.68
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$168.68M
Annual income
$156,565,352.60
Full HMSVY 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 — HMSVY vs JEPQ

📍 HMSVY 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 PeriodHMSVYJEPQ
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, HMSVY + JEPQ cover 0 of 12 monthsgood coverage

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

HMSVY
Annual income on $10K today (after 15% tax)
$211.07/yr
After 10yr DRIP, annual income (after tax)
$133,080,549.71/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, HMSVY beats the other by $133,078,720.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HMSVY: 50%JEPQ: 50%
100% JEPQ50/50100% HMSVY
Portfolio after 10yr
$84.36M
Annual income
$78,283,752.59/yr
Blended yield
92.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HMSVY buys
0
JEPQ buys
0
No recent congressional trades found for HMSVY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHMSVYJEPQ
Forward yield2.48%11.10%
Annual dividend / share$0.68$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$168.68M$44.8K
Annual income after 10y$156,565,352.60$2,152.59
Total dividends collected$167.75M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHMSVY PortfolioHMSVY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,197$496.64$11,930$1,110.39$733.00JEPQ
2$13,020$1,039.39$14,133$1,224.34$1.1KJEPQ
3$16,190$2,259.12$16,632$1,340.46$442.00JEPQ
4← crossover$22,575$5,250.94$19,454$1,457.97+$3.1KHMSVY
5$37,840$13,685.09$22,626$1,576.08+$15.2KHMSVY
6$83,366$42,876.98$26,175$1,694.09+$57.2KHMSVY
7$265,768$176,566.33$30,133$1,811.32+$235.6KHMSVY
8$1,336,500$1,052,128.94$34,531$1,927.17+$1.30MHMSVY
9$11,319,735$9,889,679.74$39,403$2,041.08+$11.28MHMSVY
10$168,677,469$156,565,352.60$44,787$2,152.59+$168.63MHMSVY

HMSVY vs JEPQ: Complete Analysis 2026

HMSVYStock

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 HMSVY 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.