HomeCompareHUFAF vs JEPQ

HUFAF vs JEPQ: Dividend Comparison 2026

HUFAF yields 2.42% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HUFAF wins by $149.92M in total portfolio value· pulled ahead in Year 4
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 →
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 — HUFAF vs JEPQ

📍 HUFAF pulled ahead of the other in Year 4

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 PeriodHUFAFJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HUFAF pays
JEPQ 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
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, HUFAF beats the other by $118,096,825.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HUFAF: 50%JEPQ: 50%
100% JEPQ50/50100% HUFAF
Portfolio after 10yr
$75.01M
Annual income
$69,470,873.20/yr
Blended yield
92.62%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

HUFAF
Analyst Ratings
1
Hold
1
Sell
Consensus: Hold
Altman Z
0.7
Piotroski
5/9
JEPQ
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
JEPQ buys
0
No recent congressional trades found for HUFAF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHUFAFJEPQ
Forward yield2.42%11.10%
Annual dividend / share$0.31$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$149.97M$44.8K
Annual income after 10y$138,939,593.82$2,152.59
Total dividends collected$149.12M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHUFAF PortfolioHUFAF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,184$484.13$11,930$1,110.39$746.00JEPQ
2$12,979$1,012.06$14,133$1,224.34$1.2KJEPQ
3$16,083$2,195.31$16,632$1,340.46$549.00JEPQ
4← crossover$22,293$5,084.68$19,454$1,457.97+$2.8KHUFAF
5$37,028$13,174.10$22,626$1,576.08+$14.4KHUFAF
6$80,520$40,899.83$26,175$1,694.09+$54.3KHUFAF
7$252,398$166,241.65$30,133$1,811.32+$222.3KHUFAF
8$1,244,088$974,022.20$34,531$1,927.17+$1.21MHUFAF
9$10,305,058$8,973,883.88$39,403$2,041.08+$10.27MHUFAF
10$149,966,006$138,939,593.82$44,787$2,152.59+$149.92MHUFAF

HUFAF vs JEPQ: 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 →

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.