HomeCompareHRGLY vs JEPQ

HRGLY vs JEPQ: Dividend Comparison 2026

HRGLY yields 4.11% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HRGLY wins by $35.1K in total portfolio value· pulled ahead in Year 7
10 years
HRGLY
HRGLY
● Live price
4.11%
Share price
$23.55
Annual div
$0.97
5Y div CAGR
31.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$79.9K
Annual income
$19,854.61
Full HRGLY 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 — HRGLY vs JEPQ

📍 HRGLY 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 PeriodHRGLYJEPQ
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, HRGLY + JEPQ cover 0 of 12 monthsgood coverage

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

HRGLY
Annual income on $10K today (after 15% tax)
$349.38/yr
After 10yr DRIP, annual income (after tax)
$16,876.42/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, HRGLY beats the other by $15,046.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRGLY: 50%JEPQ: 50%
100% JEPQ50/50100% HRGLY
Portfolio after 10yr
$62.4K
Annual income
$11,003.59/yr
Blended yield
17.65%
📊

Analyst Conviction Gap

Where Wall Street is split right now

HRGLY
Analyst Ratings
2
Hold
Consensus: Hold
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRGLY buys
0
JEPQ buys
0
No recent congressional trades found for HRGLY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRGLYJEPQ
Forward yield4.11%11.10%
Annual dividend / share$0.97$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR31.8%0%
Portfolio after 10y$79.9K$44.8K
Annual income after 10y$19,854.61$2,152.59
Total dividends collected$53.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHRGLY PortfolioHRGLY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,242$541.75$11,930$1,110.39$688.00JEPQ
2$12,779$750.18$14,133$1,224.34$1.4KJEPQ
3$14,724$1,050.40$16,632$1,340.46$1.9KJEPQ
4$17,245$1,490.78$19,454$1,457.97$2.2KJEPQ
5$20,603$2,150.78$22,626$1,576.08$2.0KJEPQ
6$25,211$3,165.13$26,175$1,694.09$964.00JEPQ
7← crossover$31,746$4,770.58$30,133$1,811.32+$1.6KHRGLY
8$41,368$7,399.60$34,531$1,927.17+$6.8KHRGLY
9$56,141$11,877.19$39,403$2,041.08+$16.7KHRGLY
10$79,925$19,854.61$44,787$2,152.59+$35.1KHRGLY

HRGLY vs JEPQ: Complete Analysis 2026

HRGLYStock

Hargreaves Lansdown plc provides investment services for individuals and corporates in the United Kingdom and Poland. It primarily operates Vantage, a direct-to-investor platform. The company offers stocks and shares individual savings accounts (ISAs), fund and share accounts, and junior and lifetime ISAs. It also provides pension services, including self-invested personal pensions (SIPP), junior SIPPs, annuities, and drawdown; share dealing services; and fund dealing services. In addition, the company offers investment accounts; cash savings; foreign currency exchange services; and financial advisory services. Hargreaves Lansdown plc was founded in 1981 and is headquartered in Bristol, the United Kingdom.

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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.