HomeCompareHUFAF vs JEPI

HUFAF vs JEPI: Dividend Comparison 2026

HUFAF yields 2.42% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HUFAF wins by $149.94M in total portfolio value· pulled ahead in Year 2
10 years
HUFAF
HUFAF
● Live price
2.42%
Share price
$12.78
Annual div
$0.31
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$149.97M
Annual income
$138,939,593.82
Full HUFAF 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 — HUFAF vs JEPI

📍 HUFAF 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 PeriodHUFAFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, HUFAF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HUFAF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HUFAF
Annual income on $10K today (after 15% tax)
$205.75/yr
After 10yr DRIP, annual income (after tax)
$118,098,654.75/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, HUFAF beats the other by $118,097,355.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HUFAF: 50%JEPI: 50%
100% JEPI50/50100% HUFAF
Portfolio after 10yr
$75.00M
Annual income
$69,470,561.22/yr
Blended yield
92.63%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

HUFAF
Analyst Ratings
1
Hold
1
Sell
Consensus: Hold
Altman Z
0.7
Piotroski
5/9
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)

HUFAF buys
0
JEPI buys
0
No recent congressional trades found for HUFAF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHUFAFJEPI
Forward yield2.42%8.40%
Annual dividend / share$0.31$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$149.97M$29.0K
Annual income after 10y$138,939,593.82$1,528.62
Total dividends collected$149.12M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHUFAF PortfolioHUFAF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,184$484.13$11,260$840.19$76.00JEPI
2← crossover$12,979$1,012.06$12,641$907.94+$338.00HUFAF
3$16,083$2,195.31$14,150$978.20+$1.9KHUFAF
4$22,293$5,084.68$15,795$1,050.85+$6.5KHUFAF
5$37,028$13,174.10$17,584$1,125.74+$19.4KHUFAF
6$80,520$40,899.83$19,526$1,202.74+$61.0KHUFAF
7$252,398$166,241.65$21,628$1,281.69+$230.8KHUFAF
8$1,244,088$974,022.20$23,898$1,362.43+$1.22MHUFAF
9$10,305,058$8,973,883.88$26,347$1,444.79+$10.28MHUFAF
10$149,966,006$138,939,593.82$28,982$1,528.62+$149.94MHUFAF

HUFAF vs JEPI: Complete Analysis 2026

HUFAFStock

Hufvudstaden AB (publ) engages in the ownership, development, and management of commercial properties in Stockholm and Gothenburg, Sweden. The company operates through three segments, Property Management, NK Retail, and Other Operations. It offers office and retail properties, residential properties, restaurants, department stores, parking facilities, and shopping centers. The company operates its properties primarily under the NK, Bibliotekstan, Femman, Norrmalmstorg 1, Birger Jarlspassagen, Fredstan, Cecil Coworking, Parkaden, and Nordstan brands. It owns 29 properties with a rentable floor space of 386,500 square meters, including 281,400 square meters in Stockholm and 105,100 square meters in Gothenburg. Hufvudstaden AB (publ) was founded in 1915 and is based in Stockholm, Sweden.

Full HUFAF 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.