Is HRT or JEPQ a better dividend investment in 2026?

HRT currently yields 13.93% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: HRT offers higher current income.

What is the dividend yield difference between HRT and JEPQ?

HRT has a forward dividend yield of 13.93% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 2.83 percentage points.

Home › Compare › HRT vs JEPQ

HRT vs JEPQ: Dividend Comparison 2026

HRT yields 13.93% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 HRT wins by $5.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HRT

● Live price

13.93%

Share price

$14.36

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.9K

Annual income

$3,302.48

Full HRT calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — HRT vs JEPQ

📍 HRT pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	HRT	JEPQ
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, HRT + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HRT pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

HRT

Annual income on $10K today (after 15% tax)

$1,183.84/yr

After 10yr DRIP, annual income (after tax)

$2,807.11/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, HRT beats the other by $977.41/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

HRT: 50%JEPQ: 50%

100% JEPQ50/50100% HRT

Portfolio after 10yr

$47.4K

Annual income

$2,727.53/yr

Blended yield

5.76%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on HRT right now

HRT

Analyst Ratings

Buy

Hold

Consensus: Hold

Price Target

$14.00

-2.5% upside vs current

Range: $9.00 — $21.00

Altman Z

1.0

Piotroski

3/9

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)

HRT buys

JEPQ buys

No recent congressional trades found for HRT or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricHRTJEPQ

Forward yield	13.93% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$49.9K ✓	$44.8K
Annual income after 10y	$3,302.48 ✓	$2,152.59
Total dividends collected	$23.1K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	HRT Portfolio	HRT Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$12,093	$1,392.76	$11,930	$1,110.39	+$163.00 → HRT
2	$14,513	$1,574.04	$14,133	$1,224.34	+$380.00 → HRT
3	$17,295	$1,765.53	$16,632	$1,340.46	+$663.00 → HRT
4	$20,472	$1,966.25	$19,454	$1,457.97	+$1.0K → HRT
5	$24,080	$2,175.17	$22,626	$1,576.08	+$1.5K → HRT
6	$28,157	$2,391.17	$26,175	$1,694.09	+$2.0K → HRT
7	$32,741	$2,613.08	$30,133	$1,811.32	+$2.6K → HRT
8	$37,872	$2,839.72	$34,531	$1,927.17	+$3.3K → HRT
9	$43,593	$3,069.91	$39,403	$2,041.08	+$4.2K → HRT
10	$49,947	$3,302.48	$44,787	$2,152.59	+$5.2K → HRT

HRT vs JEPQ: Complete Analysis 2026

HRT — Stock

HireRight Holdings Corporation provides technology-driven workforce risk management and compliance solutions worldwide. The company offers background screening, verification, identification, monitoring, and drug and health screening services for customers. It provides its services through software and data platform that integrates into its customers' human capital management systems enabling workflows for workforce hiring, onboarding, and monitoring. The company was incorporated in 1990 and is based in Nashville, Tennessee.

Full HRT Calculator →

JEPQ — ETF

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.