HomeCompareIMHDF vs JEPI

IMHDF vs JEPI: Dividend Comparison 2026

IMHDF yields 2.08% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IMHDF wins by $75.74M in total portfolio value· pulled ahead in Year 2
10 years
IMHDF
IMHDF
● Live price
2.08%
Share price
$19.34
Annual div
$0.40
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$75.77M
Annual income
$69,358,485.91
Full IMHDF 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 — IMHDF vs JEPI

📍 IMHDF 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 PeriodIMHDFJEPI
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, IMHDF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IMHDF
Annual income on $10K today (after 15% tax)
$176.65/yr
After 10yr DRIP, annual income (after tax)
$58,954,713.02/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, IMHDF beats the other by $58,953,413.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IMHDF: 50%JEPI: 50%
100% JEPI50/50100% IMHDF
Portfolio after 10yr
$37.90M
Annual income
$34,680,007.26/yr
Blended yield
91.51%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on IMHDF right now

IMHDF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.9
Piotroski
7/9
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)

IMHDF buys
0
JEPI buys
0
No recent congressional trades found for IMHDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIMHDFJEPI
Forward yield2.08%8.40%
Annual dividend / share$0.40$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$75.77M$29.0K
Annual income after 10y$69,358,485.91$1,528.62
Total dividends collected$75.26M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIMHDF PortfolioIMHDF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,116$415.66$11,260$840.19$144.00JEPI
2← crossover$12,757$863.61$12,641$907.94+$116.00IMHDF
3$15,503$1,852.63$14,150$978.20+$1.4KIMHDF
4$20,796$4,208.13$15,795$1,050.85+$5.0KIMHDF
5$32,803$10,551.31$17,584$1,125.74+$15.2KIMHDF
6$66,209$31,108.90$19,526$1,202.74+$46.7KIMHDF
7$188,205$117,361.62$21,628$1,281.69+$166.6KIMHDF
8$824,954$623,575.28$23,898$1,362.43+$801.1KIMHDF
9$5,991,684$5,108,982.65$26,347$1,444.79+$5.97MIMHDF
10$75,769,588$69,358,485.91$28,982$1,528.62+$75.74MIMHDF

IMHDF vs JEPI: Complete Analysis 2026

IMHDFStock

Isetan Mitsukoshi Holdings Ltd., together with its subsidiaries, engages in the department store business in Japan and internationally. The company operates through Department Store Business, Credit & Finance Business/Customer Organization Management Business, Real Estate Business, and Other Business segments. It is involved in the credit card, insurance, and other businesses; constructs and manages underground garages, public underground passages, and underground shopping malls; leases shops; operates restaurants; operates shares and business management; and construction and design, construction management, renovation and interior furniture, building maintenance, and environment production businesses. The company also engages in the supermarket, retail, and specialty shops; food production; wholesaling business; the operation of airport-style duty free shops; and provision of personnel, employment agency, recruitment office, education and training, and labor and welfare services, as well as information systems solutions. In addition, it plans, develops, imports, and sells gifts, novelty, and lifestyle goods; imports and wholesales western wine and spirits, foods, and miscellaneous products; and sells foodstuffs, clothing, and other daily goods. Further, the company plans, produces, promotes, and sells commercials, video signs, TV programs, movies, plays, entertainment and fashion shows, parties, etc.; engages in advertising agency business; plans and sells travel products and conducts tours; and owns and operates river cruise ships. The company was incorporated in 2008 and is headquartered in Tokyo, Japan.

Full IMHDF 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.