HomeCompareJHML vs JEPQ

JHML vs JEPQ: Dividend Comparison 2026

JHML yields 1.08% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.6K in total portfolio value
10 years
JHML
JHML
● Live price
1.08%
Share price
$78.27
Annual div
$0.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$115.45
Full JHML 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 — JHML vs JEPQ

📍 JEPQ 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 PeriodJHMLJEPQ
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, JHML + JEPQ cover 0 of 12 monthsgood coverage

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

JHML
Annual income on $10K today (after 15% tax)
$91.51/yr
After 10yr DRIP, annual income (after tax)
$98.13/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, JEPQ beats the other by $1,731.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JHML: 50%JEPQ: 50%
100% JEPQ50/50100% JHML
Portfolio after 10yr
$33.0K
Annual income
$1,134.01/yr
Blended yield
3.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JHML buys
0
JEPQ buys
0
No recent congressional trades found for JHML or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJHMLJEPQ
Forward yield1.08%11.10%
Annual dividend / share$0.84$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.2K$44.8K
Annual income after 10y$115.45$2,152.59
Total dividends collected$1.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJHML PortfolioJHML Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,808$107.66$11,930$1,110.39$1.1KJEPQ
2$11,673$108.74$14,133$1,224.34$2.5KJEPQ
3$12,600$109.76$16,632$1,340.46$4.0KJEPQ
4$13,593$110.73$19,454$1,457.97$5.9KJEPQ
5$14,656$111.64$22,626$1,576.08$8.0KJEPQ
6$15,794$112.49$26,175$1,694.09$10.4KJEPQ
7$17,013$113.30$30,133$1,811.32$13.1KJEPQ
8$18,318$114.06$34,531$1,927.17$16.2KJEPQ
9$19,715$114.77$39,403$2,041.08$19.7KJEPQ
10$21,210$115.45$44,787$2,152.59$23.6KJEPQ

JHML vs JEPQ: Complete Analysis 2026

JHMLStock

To pursue results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Large Cap Index

Full JHML 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.