Is HSPX or JEPI a better dividend investment in 2026?

HSPX currently yields 9.58% with a 5% 5-year dividend growth rate. JEPI yields 8.40% with 2.1% growth. The better choice depends on your goal: HSPX offers higher current income.

What is the dividend yield difference between HSPX and JEPI?

HSPX has a forward dividend yield of 9.58% ($4.30/share annually). JEPI yields 8.40% ($4.76/share annually). The yield gap is 1.18 percentage points.

Home › Compare › HSPX vs JEPI

HSPX vs JEPI: Dividend Comparison 2026

HSPX yields 9.58% · JEPI yields 8.40%● Live data

vsPost on X →

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

🏆 HSPX wins by $8.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HSPX

● Live price

9.58%

Share price

$44.86

Annual div

$4.30

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$37.7K

Annual income

$1,750.75

Full HSPX calculator →

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.40%

Share price

$56.68

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$1,528.62

Full JEPI calculator →

Portfolio growth — HSPX vs JEPI

📍 HSPX 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 Period	HSPX	JEPI
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, HSPX + JEPI cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

HSPX 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.

HSPX

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

$814.33/yr

After 10yr DRIP, annual income (after tax)

$1,488.14/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, HSPX beats the other by $188.81/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 HSPX + JEPI for your $10,000?

HSPX: 50%JEPI: 50%

100% JEPI50/50100% HSPX

Portfolio after 10yr

$33.3K

Annual income

$1,639.68/yr

Blended yield

4.92%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSPX buys

JEPI buys

No recent congressional trades found for HSPX or JEPI in the last 90 days.

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

MetricHSPXJEPI

Forward yield	9.58% ✓	8.40%
Annual dividend / share	$4.30	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$37.7K ✓	$29.0K
Annual income after 10y	$1,750.75 ✓	$1,528.62
Total dividends collected	$13.5K ✓	$11.7K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	HSPX Portfolio	HSPX Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1← crossover	$11,658	$958.03	$11,260	$840.19	+$398.00 → HSPX
2	$13,518	$1,043.81	$12,641	$907.94	+$877.00 → HSPX
3	$15,595	$1,131.16	$14,150	$978.20	+$1.4K → HSPX
4	$17,907	$1,219.62	$15,795	$1,050.85	+$2.1K → HSPX
5	$20,469	$1,308.76	$17,584	$1,125.74	+$2.9K → HSPX
6	$23,300	$1,398.15	$19,526	$1,202.74	+$3.8K → HSPX
7	$26,418	$1,487.41	$21,628	$1,281.69	+$4.8K → HSPX
8	$29,844	$1,576.15	$23,898	$1,362.43	+$5.9K → HSPX
9	$33,597	$1,664.03	$26,347	$1,444.79	+$7.3K → HSPX
10	$37,699	$1,750.75	$28,982	$1,528.62	+$8.7K → HSPX

HSPX vs JEPI: Complete Analysis 2026

HSPX — Stock

HSPX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in HSPX shares.

Full HSPX Calculator →

JEPI — ETF

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.