HomeCompareHTS vs JEPQ

HTS vs JEPQ: Dividend Comparison 2026

HTS yields 12.28% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HTS wins by $145.00 in total portfolio value· pulled ahead in Year 3
10 years
HTS
HTS
● Live price
12.28%
Share price
$16.29
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.9K
Annual income
$2,639.55
Full HTS 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 — HTS vs JEPQ

📍 HTS pulled ahead of the other in Year 3

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 PeriodHTSJEPQ
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, HTS + JEPQ cover 0 of 12 monthsgood coverage

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

HTS
Annual income on $10K today (after 15% tax)
$1,043.59/yr
After 10yr DRIP, annual income (after tax)
$2,243.62/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, HTS beats the other by $413.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HTS: 50%JEPQ: 50%
100% JEPQ50/50100% HTS
Portfolio after 10yr
$44.9K
Annual income
$2,396.06/yr
Blended yield
5.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HTS buys
0
JEPQ buys
0
No recent congressional trades found for HTS or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTSJEPQ
Forward yield12.28%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.9K$44.8K
Annual income after 10y$2,639.55$2,152.59
Total dividends collected$19.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHTS PortfolioHTS Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,928$1,227.75$11,930$1,110.39$2.00JEPQ
2$14,131$1,368.62$14,133$1,224.34$2.00JEPQ
3← crossover$16,636$1,515.39$16,632$1,340.46+$4.00HTS
4$19,468$1,667.26$19,454$1,457.97+$14.00HTS
5$22,654$1,823.42$22,626$1,576.08+$28.00HTS
6$26,223$1,983.04$26,175$1,694.09+$48.00HTS
7$30,203$2,145.27$30,133$1,811.32+$70.00HTS
8$34,627$2,309.30$34,531$1,927.17+$96.00HTS
9$39,525$2,474.31$39,403$2,041.08+$122.00HTS
10$44,932$2,639.55$44,787$2,152.59+$145.00HTS

HTS vs JEPQ: Complete Analysis 2026

HTSStock

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

Full HTS 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.