HomeCompareHORI vs JEPQ

HORI vs JEPQ: Dividend Comparison 2026

HORI yields 19.23% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HORI wins by $24.9K in total portfolio value
10 years
HORI
HORI
● Live price
19.23%
Share price
$10.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.6K
Annual income
$6,202.45
Full HORI 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 — HORI vs JEPQ

📍 HORI 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 PeriodHORIJEPQ
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, HORI + JEPQ cover 0 of 12 monthsgood coverage

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

HORI
Annual income on $10K today (after 15% tax)
$1,634.62/yr
After 10yr DRIP, annual income (after tax)
$5,272.08/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, HORI beats the other by $3,442.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HORI: 50%JEPQ: 50%
100% JEPQ50/50100% HORI
Portfolio after 10yr
$57.2K
Annual income
$4,177.51/yr
Blended yield
7.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HORI buys
0
JEPQ buys
0
No recent congressional trades found for HORI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHORIJEPQ
Forward yield19.23%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$69.6K$44.8K
Annual income after 10y$6,202.45$2,152.59
Total dividends collected$38.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHORI PortfolioHORI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,623$1,923.08$11,930$1,110.39+$693.00HORI
2$15,775$2,268.71$14,133$1,224.34+$1.6KHORI
3$19,529$2,649.78$16,632$1,340.46+$2.9KHORI
4$23,962$3,065.74$19,454$1,457.97+$4.5KHORI
5$29,155$3,515.52$22,626$1,576.08+$6.5KHORI
6$35,194$3,997.54$26,175$1,694.09+$9.0KHORI
7$42,167$4,509.80$30,133$1,811.32+$12.0KHORI
8$50,168$5,049.89$34,531$1,927.17+$15.6KHORI
9$59,295$5,615.09$39,403$2,041.08+$19.9KHORI
10$69,648$6,202.45$44,787$2,152.59+$24.9KHORI

HORI vs JEPQ: Complete Analysis 2026

HORIStock

Emerging Markets Horizon Corp. focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. It intends to focus on identifying technology and consumer-exposed businesses in Central and Eastern Europe, Russia, or the Commonwealth of Independent States. The company was incorporated in 2021 and is based in Nicosia, Cyprus.

Full HORI 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.