HDV vs JEPI: Dividend Yield, Growth & Safety Comparison
iShares Core High Dividend ETF (HDV) and JPMorgan Equity Premium Income ETF (JEPI) are both in the ETF sector, making them natural rivals for dividend investors. JEPI offers a significantly higher 8.06% yield compared to HDV's 2.96%, a gap of 5.10%. For dividend growth, JEPI leads with a 5-year CAGR of 4.9% versus HDV's 2.8%.
Key Metrics Comparison
| Metric | HDV | JEPI |
|---|
| Dividend Yield | 2.96% | 8.06% |
| Annual Dividend | $3.91 | $4.74 |
| 5-Year CAGR | 2.8% | 4.9% |
| Payout Ratio | N/A | N/A |
| Consecutive Years | 0 | 0 |
| Price | $138.92 | $59.33 |
Yield Comparison
JPMorgan Equity Premium Income ETF (JEPI) currently yields 8.06%, which is high for the broader market. That's 5.10% more than iShares Core High Dividend ETF (HDV), which yields 2.96%. In dollar terms, JEPI pays $4.74/share annually versus HDV's $3.91/share.
Dividend Growth
Over the past five years, JEPI has grown its dividend at a 4.9% CAGR compared to HDV's 2.8%. HDV: Dividend growth is slowing — the 3-year CAGR of 0.2% trails the 5-year rate of 2.8% and the 10-year rate of 4.2%. JEPI: Dividend growth is accelerating — the 3-year CAGR of 6.4% exceeds the 5-year rate of 4.9% and the 10-year rate of -3.1%.
Dividend Safety
HDV's dividend safety is rated "Unknown." Insufficient data to assess dividend safety. JEPI's dividend safety is rated "Unknown." Insufficient data to assess dividend safety.
Income Comparison
A $10,000 investment in JEPI generates approximately $806/year in dividend income, compared to $296/year from HDV — a difference of $510/year. At $100,000, that gap widens to $5100/year.
Verdict
- Best for income: JEPI
- Best for growth: JEPI
Frequently Asked Questions
Which has a higher dividend yield, HDV or JEPI?
JPMorgan Equity Premium Income ETF (JEPI) has a higher dividend yield of 8.06% compared to iShares Core High Dividend ETF (HDV) at 2.96%.
Is HDV or JEPI a better dividend growth stock?
JPMorgan Equity Premium Income ETF has the stronger dividend growth with a 5-year CAGR of 4.9%, compared to iShares Core High Dividend ETF's 2.8%.
How much income does $10,000 in HDV vs JEPI generate?
A $10,000 investment in HDV generates approximately $296/year in dividends, while the same amount in JEPI generates about $806/year.
HDV vs JEPI: which is better for retirement income?
It depends on your priorities. JEPI for current income, JEPI for dividend growth. Many retirement investors hold both for diversification.
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