HomeCompareJPHLF vs JEPQ

JPHLF vs JEPQ: Dividend Comparison 2026

JPHLF yields 2.90% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.4K in total portfolio value
10 years
JPHLF
JPHLF
● Live price
2.90%
Share price
$11.73
Annual div
$0.34
5Y div CAGR
1.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.4K
Annual income
$406.57
Full JPHLF 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 — JPHLF 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 PeriodJPHLFJEPQ
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, JPHLF + JEPQ cover 0 of 12 monthsgood coverage

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

JPHLF
Annual income on $10K today (after 15% tax)
$246.44/yr
After 10yr DRIP, annual income (after tax)
$345.58/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 $1,484.12/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

JPHLF: 50%JEPQ: 50%
100% JEPQ50/50100% JPHLF
Portfolio after 10yr
$34.6K
Annual income
$1,279.58/yr
Blended yield
3.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPHLF buys
0
JEPQ buys
0
No recent congressional trades found for JPHLF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPHLFJEPQ
Forward yield2.90%11.10%
Annual dividend / share$0.34$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR1.4%0%
Portfolio after 10y$24.4K$44.8K
Annual income after 10y$406.57$2,152.59
Total dividends collected$3.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJPHLF PortfolioJPHLF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,994$293.99$11,930$1,110.39$936.00JEPQ
2$12,070$306.29$14,133$1,224.34$2.1KJEPQ
3$13,233$318.67$16,632$1,340.46$3.4KJEPQ
4$14,491$331.10$19,454$1,457.97$5.0KJEPQ
5$15,849$343.59$22,626$1,576.08$6.8KJEPQ
6$17,314$356.12$26,175$1,694.09$8.9KJEPQ
7$18,895$368.69$30,133$1,811.32$11.2KJEPQ
8$20,599$381.29$34,531$1,927.17$13.9KJEPQ
9$22,435$393.92$39,403$2,041.08$17.0KJEPQ
10$24,412$406.57$44,787$2,152.59$20.4KJEPQ

JPHLF vs JEPQ: Complete Analysis 2026

JPHLFStock

Japan Post Holdings Co., Ltd. provides postal, banking, and insurance services in Japan. The company engages in the postal, banking counter, and insurance counter operations; sale of documentary stamps, petroleum, and catalog products; operations consigned by local government entities; and provision of other bank, and life and non-life insurance agency services. It also provides domestic distribution and delivery; and merchandise sale services, as well as international air cargo transport and agency services. In addition, the company offers Yu-Pack, Yu-Mail, and other parcel delivery; deposits, lending, securities investment, remittances, mortgages, and credit cards; freight forwarding and other logistics; and asset management services. Further, it provides truck cargo transportation, automobile and machinery maintenance, vehicle maintenance and management, post office advertisements posting, automobile liability insurance agency, and express services. Additionally, it offers contracting, hotel management, management, investment, account overdraft guarantee, temporary staffing, office cleaning, telemarketing, and digital-related services. The company also engages in the planning, development, and sale of direct mail; and commissioning of design, development, maintenance, and operation of information systems. In addition, it owns, leases, and manages real estate; develops residential and commercial land; consults, plans and develops business systems and basic technologies; operates 3 Teishin hospitals and 2 hotels; and holds and rents buildings, condominiums, and stores. Japan Post Holdings Co., Ltd. was founded in 1871 and is headquartered in Tokyo, Japan.

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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.