HomeCompareHOOI vs JEPI

HOOI vs JEPI: Dividend Comparison 2026

HOOI yields 52.10% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HOOI wins by $409.8K in total portfolio value
10 years
HOOI
HOOI
● Live price
52.10%
Share price
$10.05
Annual div
$5.24
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$438.8K
Annual income
$91,867.22
Full HOOI 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 — HOOI vs JEPI

📍 HOOI 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 PeriodHOOIJEPI
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, HOOI + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HOOI pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

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

HOOI
Annual income on $10K today (after 15% tax)
$4,428.17/yr
After 10yr DRIP, annual income (after tax)
$78,087.14/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, HOOI beats the other by $76,787.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HOOI: 50%JEPI: 50%
100% JEPI50/50100% HOOI
Portfolio after 10yr
$233.9K
Annual income
$46,697.92/yr
Blended yield
19.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HOOI buys
0
JEPI buys
0
No recent congressional trades found for HOOI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHOOIJEPI
Forward yield52.10%8.40%
Annual dividend / share$5.24$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$438.8K$29.0K
Annual income after 10y$91,867.22$1,528.62
Total dividends collected$353.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHOOI PortfolioHOOI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$15,910$5,209.61$11,260$840.19+$4.7KHOOI
2$24,769$7,746.07$12,641$907.94+$12.1KHOOI
3$37,774$11,270.75$14,150$978.20+$23.6KHOOI
4$56,482$16,063.74$15,795$1,050.85+$40.7KHOOI
5$82,884$22,448.10$17,584$1,125.74+$65.3KHOOI
6$119,472$30,786.19$19,526$1,202.74+$99.9KHOOI
7$169,308$41,473.26$21,628$1,281.69+$147.7KHOOI
8$236,088$54,928.37$23,898$1,362.43+$212.2KHOOI
9$324,197$71,582.89$26,347$1,444.79+$297.9KHOOI
10$438,758$91,867.22$28,982$1,528.62+$409.8KHOOI

HOOI vs JEPI: Complete Analysis 2026

HOOIStock

An actively managed ETF aiming to deliver approximately 150% to 200% of the daily price performance of Robinhood Markets (HOOD) through derivatives like swap agreements, while also generating income using a credit call spread strategy.

Full HOOI 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.