HomeCompareHWEL vs JEPQ

HWEL vs JEPQ: Dividend Comparison 2026

HWEL yields 19.09% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HWEL wins by $24.3K in total portfolio value
10 years
HWEL
HWEL
● Live price
19.09%
Share price
$10.48
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.1K
Annual income
$6,109.87
Full HWEL 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 — HWEL vs JEPQ

📍 HWEL 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 PeriodHWELJEPQ
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, HWEL + JEPQ cover 0 of 12 monthsgood coverage

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

HWEL
Annual income on $10K today (after 15% tax)
$1,622.91/yr
After 10yr DRIP, annual income (after tax)
$5,193.39/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, HWEL beats the other by $3,363.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HWEL: 50%JEPQ: 50%
100% JEPQ50/50100% HWEL
Portfolio after 10yr
$56.9K
Annual income
$4,131.23/yr
Blended yield
7.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HWEL buys
0
JEPQ buys
0
No recent congressional trades found for HWEL or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHWELJEPQ
Forward yield19.09%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$69.1K$44.8K
Annual income after 10y$6,109.87$2,152.59
Total dividends collected$38.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHWEL PortfolioHWEL Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,609$1,909.31$11,930$1,110.39+$679.00HWEL
2$15,742$2,250.00$14,133$1,224.34+$1.6KHWEL
3$19,469$2,625.23$16,632$1,340.46+$2.8KHWEL
4$23,866$3,034.39$19,454$1,457.97+$4.4KHWEL
5$29,013$3,476.38$22,626$1,576.08+$6.4KHWEL
6$34,994$3,949.62$26,175$1,694.09+$8.8KHWEL
7$41,896$4,452.11$30,133$1,811.32+$11.8KHWEL
8$49,810$4,981.48$34,531$1,927.17+$15.3KHWEL
9$58,832$5,535.04$39,403$2,041.08+$19.4KHWEL
10$69,060$6,109.87$44,787$2,152.59+$24.3KHWEL

HWEL vs JEPQ: Complete Analysis 2026

HWELStock

Healthwell Acquisition Corp. I does not have significant operations. The company focuses on effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. It intends to acquire technology-enabled companies in the healthcare industry. The company was incorporated in 2021 and is based in Winnetka, Illinois.

Full HWEL 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.