JEPI dividend yield: 7.21%. HDV dividend yield: 3.70%. JEPI is an actively managed ETF delivering high monthly income via covered calls on S&P 500 stocks. It consistently yields 6–9% annually, making it one of the highest-income ETFs available. Popular with retirees seeking monthly cash flow without selling shares. Launched in 2020, it rapidly became one of the largest active ETFs with $35B+ AUM. HDV screens for dividend sustainability using Morningstar's economic moat methodology — only companies with wide or narrow moats qualify. Its concentrated portfolio of ~75 holdings represents high-conviction dividend payers in healthcare, energy, and consumer staples. Higher yield than SCHD with similar quality focus.
JEPI is an actively managed ETF delivering high monthly income via covered calls on S&P 500 stocks. It consistently yields 6–9% annually, making it one of the highest-income ETFs available. Popular with retirees seeking monthly cash flow without selling shares. Launched in 2020, it rapidly became one of the largest active ETFs with $35B+ AUM.
HDV screens for dividend sustainability using Morningstar's economic moat methodology — only companies with wide or narrow moats qualify. Its concentrated portfolio of ~75 holdings represents high-conviction dividend payers in healthcare, energy, and consumer staples. Higher yield than SCHD with similar quality focus.
Is JEPI or HDV better for dividend income in 2026?
JEPI currently offers a 7.21% yield (3.98/share/year) while HDV offers 3.70% (4.00/share/year). JEPI provides higher current income. However, HDV has grown its dividend faster (4.8% 5Y CAGR), which may lead to better long-term income through compounding.
How much would $10,000 in JEPI vs HDV earn per year?
With $10,000 invested today: JEPI pays approximately $721/year. HDV pays approximately $370/year. With DRIP reinvestment over 10 years, these grow to $1,567/year (JEPI) and $793/year (HDV).
Does JEPI or HDV pay monthly dividends?
JEPI pays monthly dividends. HDV pays quarterly dividends. JEPI pays monthly, which is preferred by investors who need regular cash flow.
📬
Get this JEPI vs HDV comparison by email
Save your analysis + get weekly dividend insights. Free forever.