HomeCompareHOCPF vs JEPI

HOCPF vs JEPI: Dividend Comparison 2026

HOCPF yields 1.02% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.3K in total portfolio value
10 years
HOCPF
HOCPF
● Live price
1.02%
Share price
$165.00
Annual div
$1.69
5Y div CAGR
22.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$940.66
Full HOCPF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — HOCPF vs JEPI

📍 JEPI 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 PeriodHOCPFJEPI
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, HOCPF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HOCPF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HOCPF
Annual income on $10K today (after 15% tax)
$86.90/yr
After 10yr DRIP, annual income (after tax)
$799.56/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, JEPI beats the other by $499.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HOCPF + JEPI for your $10,000?

HOCPF: 50%JEPI: 50%
100% JEPI50/50100% HOCPF
Portfolio after 10yr
$26.9K
Annual income
$1,234.64/yr
Blended yield
4.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HOCPF buys
0
JEPI buys
0
No recent congressional trades found for HOCPF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHOCPFJEPI
Forward yield1.02%8.40%
Annual dividend / share$1.69$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR22.5%0%
Portfolio after 10y$24.7K$29.0K
Annual income after 10y$940.66$1,528.62
Total dividends collected$4.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: HOCPF vs JEPI ($10,000, DRIP)

YearHOCPF PortfolioHOCPF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,825$125.23$11,260$840.19$435.00JEPI
2$11,738$155.20$12,641$907.94$903.00JEPI
3$12,753$192.67$14,150$978.20$1.4KJEPI
4$13,885$239.65$15,795$1,050.85$1.9KJEPI
5$15,156$298.72$17,584$1,125.74$2.4KJEPI
6$16,590$373.29$19,526$1,202.74$2.9KJEPI
7$18,219$467.81$21,628$1,281.69$3.4KJEPI
8$20,082$588.17$23,898$1,362.43$3.8KJEPI
9$22,230$742.25$26,347$1,444.79$4.1KJEPI
10$24,727$940.66$28,982$1,528.62$4.3KJEPI

HOCPF vs JEPI: Complete Analysis 2026

HOCPFStock

HOYA Corporation, a med-tech company, provides high-tech and medical products worldwide. It operates through three segments: Life Care, Information Technology, and Other. The company offers life care products, including eyeglass and contact lenses; medical endoscopes; intraocular lenses; laparoscopic surgical instruments; automatic endoscope cleaning equipment; and other medical related products, such as prosthetic ceramic fillers and metallic implants for orthopedics. It also operates Eyecity, a specialty retailer of contact lenses. In addition, the company provides information technology products, such as mask blanks and photomasks for manufacturing semiconductor chips; glass disks for hard disk drives; and imaging products that include optical glasses/optical lenses, colored glass filters, and laser equipment/UV light resources. Further, it engages in the research, development, manufacture, and sale of photomasks for manufacturing flat panel displays. Additionally, the company offers ReadSpeaker, a speech synthesis software; and cloud services comprising Kinnosuke, a time and attendance management service, as well as Yonosuke, an electronic payslip service. HOYA Corporation was founded in 1941 and is headquartered in Tokyo, Japan.

Full HOCPF Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.