HomeCompareHTCMY vs JEPI

HTCMY vs JEPI: Dividend Comparison 2026

HTCMY yields 3.84% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HTCMY wins by $104.6K in total portfolio value· pulled ahead in Year 2
10 years
HTCMY
HTCMY
● Live price
3.84%
Share price
$64.80
Annual div
$2.49
5Y div CAGR
39.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$133.6K
Annual income
$47,786.76
Full HTCMY 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 — HTCMY vs JEPI

📍 HTCMY pulled ahead of the other in Year 2

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 PeriodHTCMYJEPI
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, HTCMY + JEPI cover 0 of 12 monthsgood coverage

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

HTCMY
Annual income on $10K today (after 15% tax)
$326.62/yr
After 10yr DRIP, annual income (after tax)
$40,618.75/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, HTCMY beats the other by $39,319.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HTCMY: 50%JEPI: 50%
100% JEPI50/50100% HTCMY
Portfolio after 10yr
$81.3K
Annual income
$24,657.69/yr
Blended yield
30.34%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HTCMY right now

HTCMY
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
2.4
Piotroski
7/9
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)

HTCMY buys
0
JEPI buys
0
No recent congressional trades found for HTCMY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTCMYJEPI
Forward yield3.84%8.40%
Annual dividend / share$2.49$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR39.8%0%
Portfolio after 10y$133.6K$29.0K
Annual income after 10y$47,786.76$1,528.62
Total dividends collected$103.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHTCMY PortfolioHTCMY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,237$537.19$11,260$840.19$23.00JEPI
2← crossover$12,812$788.70$12,641$907.94+$171.00HTCMY
3$14,884$1,174.93$14,150$978.20+$734.00HTCMY
4$17,710$1,783.32$15,795$1,050.85+$1.9KHTCMY
5$21,721$2,772.25$17,584$1,125.74+$4.1KHTCMY
6$27,685$4,442.60$19,526$1,202.74+$8.2KHTCMY
7$37,020$7,397.91$21,628$1,281.69+$15.4KHTCMY
8$52,537$12,925.17$23,898$1,362.43+$28.6KHTCMY
9$80,180$23,965.35$26,347$1,444.79+$53.8KHTCMY
10$133,579$47,786.76$28,982$1,528.62+$104.6KHTCMY

HTCMY vs JEPI: Complete Analysis 2026

HTCMYStock

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 HTCMY 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.