HomeCompareHRSHF vs JEPI

HRSHF vs JEPI: Dividend Comparison 2026

HRSHF yields 6.14% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HRSHF wins by $20160.46M in total portfolio value
10 years
HRSHF
HRSHF
● Live price
6.14%
Share price
$2.80
Annual div
$0.17
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20160.48M
Annual income
$19,548,471,795.13
Full HRSHF 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 — HRSHF vs JEPI

📍 HRSHF 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 PeriodHRSHFJEPI
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, HRSHF + JEPI cover 0 of 12 monthsgood coverage

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

HRSHF
Annual income on $10K today (after 15% tax)
$521.57/yr
After 10yr DRIP, annual income (after tax)
$16,616,201,025.86/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, HRSHF beats the other by $16,616,199,726.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRSHF: 50%JEPI: 50%
100% JEPI50/50100% HRSHF
Portfolio after 10yr
$10080.26M
Annual income
$9,774,236,661.88/yr
Blended yield
96.96%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HRSHF right now

HRSHF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
2.4
Piotroski
6/9
JEPI
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)

HRSHF buys
0
JEPI buys
0
No recent congressional trades found for HRSHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRSHFJEPI
Forward yield6.14%8.40%
Annual dividend / share$0.17$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$20160.48M$29.0K
Annual income after 10y$19,548,471,795.13$1,528.62
Total dividends collected$20118.13M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHRSHF PortfolioHRSHF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,927$1,227.21$11,260$840.19+$667.00HRSHF
2$15,498$2,735.93$12,641$907.94+$2.9KHRSHF
3$23,228$6,644.92$14,150$978.20+$9.1KHRSHF
4$43,469$18,615.21$15,795$1,050.85+$27.7KHRSHF
5$111,627$65,115.58$17,584$1,125.74+$94.0KHRSHF
6$431,993$312,552.03$19,526$1,202.74+$412.5KHRSHF
7$2,723,099$2,260,865.76$21,628$1,281.69+$2.70MHRSHF
8$29,552,064$26,638,348.86$23,898$1,362.43+$29.53MHRSHF
9$571,974,211$540,353,502.29$26,347$1,444.79+$571.95MHRSHF
10$20,160,484,201$19,548,471,795.13$28,982$1,528.62+$20160.46MHRSHF

HRSHF vs JEPI: Complete Analysis 2026

HRSHFStock

Haier Smart Home Co., Ltd. engages in the research, development, production, and sale of smart home appliances in Asia, Europe, the United States, Australia, Africa, and internationally. The company operates through three segments: China Smart Home Business, Overseas Home Appliance and Smart Home Business, and Other Business. It provides refrigerators, freezers, washing machines, air conditioners, water heaters, water purification products, dishwashers, gas stoves, kitchen appliances, small home appliances, and smart home scene solutions. The company also offers environmental protection and artificial intelligence technology consulting; software development; technical services and advertising design; IoT technology research and development; computer hardware and software technical services; and smart home appliances, as well as provides asset management and equity investment. In addition, it provides hazardous waste management services; develops, assemblies, and sells plastics and electronic products; develops home appliances, communications, electronic products, and network engineering technologies; and develops and produces precision plastics, sheet metal, molds, and electronic products for home appliances. The company was formerly known as Qingdao Haier Co., Ltd. and changed its name to Haier Smart Home Co., Ltd. in June 2019. Haier Smart Home Co., Ltd. was incorporated in 1984 and is headquartered in Qingdao, China.

Full HRSHF 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.