HomeCompareHTIBP vs JEPQ

HTIBP vs JEPQ: Dividend Comparison 2026

HTIBP yields 12.08% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $430.00 in total portfolio value
10 years
HTIBP
HTIBP
● Live price
12.08%
Share price
$14.75
Annual div
$1.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.4K
Annual income
$2,565.88
Full HTIBP 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 — HTIBP vs JEPQ

📍 JEPQ 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 PeriodHTIBPJEPQ
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, HTIBP + JEPQ cover 0 of 12 monthsgood coverage

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

HTIBP
Annual income on $10K today (after 15% tax)
$1,026.62/yr
After 10yr DRIP, annual income (after tax)
$2,181.00/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, HTIBP beats the other by $351.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HTIBP: 50%JEPQ: 50%
100% JEPQ50/50100% HTIBP
Portfolio after 10yr
$44.6K
Annual income
$2,359.23/yr
Blended yield
5.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HTIBP buys
0
JEPQ buys
0
No recent congressional trades found for HTIBP or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTIBPJEPQ
Forward yield12.08%11.10%
Annual dividend / share$1.78$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.4K$44.8K
Annual income after 10y$2,565.88$2,152.59
Total dividends collected$18.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHTIBP PortfolioHTIBP Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,908$1,207.79$11,930$1,110.39$22.00JEPQ
2$14,085$1,344.13$14,133$1,224.34$48.00JEPQ
3$16,557$1,485.92$16,632$1,340.46$75.00JEPQ
4$19,349$1,632.42$19,454$1,457.97$105.00JEPQ
5$22,486$1,782.84$22,626$1,576.08$140.00JEPQ
6$25,996$1,936.36$26,175$1,694.09$179.00JEPQ
7$29,908$2,092.20$30,133$1,811.32$225.00JEPQ
8$34,252$2,249.57$34,531$1,927.17$279.00JEPQ
9$39,057$2,407.70$39,403$2,041.08$346.00JEPQ
10$44,357$2,565.88$44,787$2,152.59$430.00JEPQ

HTIBP vs JEPQ: Complete Analysis 2026

HTIBPStock

Healthcare Trust, Inc. is a publicly registered real estate investment trust focused on acquiring a diversified portfolio of healthcare real estate, with an emphasis on seniors housing and medical office buildings, located in the United States.

Full HTIBP 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.