HomeCompareHRVFF vs JEPI

HRVFF vs JEPI: Dividend Comparison 2026

HRVFF yields 2.31% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HRVFF wins by $76.80M in total portfolio value· pulled ahead in Year 2
10 years
HRVFF
HRVFF
● Live price
2.31%
Share price
$37.95
Annual div
$0.88
5Y div CAGR
97.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$76.83M
Annual income
$70,149,193.28
Full HRVFF 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 — HRVFF vs JEPI

📍 HRVFF pulled ahead of the other in Year 2

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 PeriodHRVFFJEPI
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, HRVFF + JEPI cover 0 of 12 monthsgood coverage

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

HRVFF
Annual income on $10K today (after 15% tax)
$196.35/yr
After 10yr DRIP, annual income (after tax)
$59,626,814.29/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, HRVFF beats the other by $59,625,514.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRVFF: 50%JEPI: 50%
100% JEPI50/50100% HRVFF
Portfolio after 10yr
$38.43M
Annual income
$35,075,360.95/yr
Blended yield
91.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRVFF buys
0
JEPI buys
0
No recent congressional trades found for HRVFF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRVFFJEPI
Forward yield2.31%8.40%
Annual dividend / share$0.88$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR97.3%0%
Portfolio after 10y$76.83M$29.0K
Annual income after 10y$70,149,193.28$1,528.62
Total dividends collected$76.30M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHRVFF PortfolioHRVFF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,156$455.76$11,260$840.19$104.00JEPI
2← crossover$12,874$937.52$12,641$907.94+$233.00HRVFF
3$15,770$1,995.00$14,150$978.20+$1.6KHRVFF
4$21,380$4,506.18$15,795$1,050.85+$5.6KHRVFF
5$34,142$11,264.90$17,584$1,125.74+$16.6KHRVFF
6$69,702$33,169.75$19,526$1,202.74+$50.2KHRVFF
7$199,446$124,864.73$21,628$1,281.69+$177.8KHRVFF
8$872,223$658,815.93$23,898$1,362.43+$848.3KHRVFF
9$6,245,919$5,312,640.41$26,347$1,444.79+$6.22MHRVFF
10$76,832,326$70,149,193.28$28,982$1,528.62+$76.80MHRVFF

HRVFF vs JEPI: Complete Analysis 2026

HRVFFStock

Harvia Oyj, through its subsidiaries, manufactures and distributes traditional, steam, and infrared saunas. The company provides sauna heaters, sauna rooms, hot tubs, control units, and steam generators; sauna heater spare parts, sauna stones, steam room elements, infrared components, sound and lighting solutions, and water hygiene products; and sauna accessories, such as sauna scents, buckets, and ladles, as well as thermometers and sauna textiles. It also offers electric and wood-burning heaters; ready-made saunas; infrared and hybrid cabins; and steam rooms and spa modules. In addition, the company provides sauna installation, maintenance, and repair services; and engages in the real estate business. It offers its products to retailers and wholesalers through a network of dealers. The company operates in Finland, other EU countries, North America, Germany, Russia, other Scandinavia countries, and internationally. Harvia Oyj was founded in 1950 and is headquartered in Muurame, Finland.

Full HRVFF 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.