HomeCompareHTCMF vs JEPQ

HTCMF vs JEPQ: Dividend Comparison 2026

HTCMF yields 3.03% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HTCMF wins by $33.8K in total portfolio value· pulled ahead in Year 8
10 years
HTCMF
HTCMF
● Live price
3.03%
Share price
$33.16
Annual div
$1.00
5Y div CAGR
37.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.6K
Annual income
$21,190.03
Full HTCMF 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 — HTCMF vs JEPQ

📍 HTCMF pulled ahead of the other in Year 8

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 PeriodHTCMFJEPQ
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, HTCMF + JEPQ cover 0 of 12 monthsgood coverage

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

HTCMF
Annual income on $10K today (after 15% tax)
$257.33/yr
After 10yr DRIP, annual income (after tax)
$18,011.53/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, HTCMF beats the other by $16,181.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HTCMF: 50%JEPQ: 50%
100% JEPQ50/50100% HTCMF
Portfolio after 10yr
$61.7K
Annual income
$11,671.30/yr
Blended yield
18.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HTCMF buys
0
JEPQ buys
0
No recent congressional trades found for HTCMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTCMFJEPQ
Forward yield3.03%11.10%
Annual dividend / share$1.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR37.4%0%
Portfolio after 10y$78.6K$44.8K
Annual income after 10y$21,190.03$2,152.59
Total dividends collected$52.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHTCMF PortfolioHTCMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,116$415.97$11,930$1,110.39$814.00JEPQ
2$12,488$593.76$14,133$1,224.34$1.6KJEPQ
3$14,219$856.56$16,632$1,340.46$2.4KJEPQ
4$16,466$1,252.35$19,454$1,457.97$3.0KJEPQ
5$19,481$1,862.38$22,626$1,576.08$3.1KJEPQ
6$23,674$2,829.40$26,175$1,694.09$2.5KJEPQ
7$29,747$4,415.27$30,133$1,811.32$386.00JEPQ
8← crossover$38,953$7,123.99$34,531$1,927.17+$4.4KHTCMF
9$53,659$11,979.20$39,403$2,041.08+$14.3KHTCMF
10$78,605$21,190.03$44,787$2,152.59+$33.8KHTCMF

HTCMF vs JEPQ: Complete Analysis 2026

HTCMFStock

Hitachi Construction Machinery Co., Ltd., together with its subsidiaries, engages in the manufacture, sale, rental, and service of construction and transportation machinery, and other machines and devices worldwide. It offers mini excavators and wheel loaders, road construction machinery, wheel loaders, large and ultra-large hydraulic excavators, rigid dump trucks, and double arm working machines. The company also provides ICT construction solutions; ConSite that monitors machines' operational status, alarms by sending monthly operational reports, and notifies emergency alarms; Fleet management system, which offers real-time monitoring of each dump truck to optimize vehicle operation; and autonomous haulage system that enables the unmanned, autonomous operation of mining dump trucks. In addition, it provides parts, including hydraulic oil and filters, high pressure hoses, ground engaging tools, and remanufacturing components; and used equipment. The company was incorporated in 1951 and is headquartered in Tokyo, Japan. Hitachi Construction Machinery Co., Ltd. is a subsidiary of Hitachi, Ltd.

Full HTCMF Calculator →

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.