ABHY yields 5.19% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, ABHY + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of ABHY + JEPI for your $10,000?
ABHY tracks an index that invests in US-listed high yield ETFs while applying a downside protection. The risk-managed fund employs a tactical strategy that toggles between high yield and US Treasury ETFs. This tactical switch is determined by a daily buy-sell signal. Full exposure is allocated to high yield ETFs when a buy signal is triggered, while 80% is allocated to US Treasurys when it triggers otherwise. Underlying ETFs must meet certain expense ratio and AUM requirements to be considered. In addition, both must have an investment process that excludes factors, hedges and long/short strategies. The underlying ETFs are weighted based on their respective expenses and AUM, whether its junk bonds or Treasurys. The index is rebalanced quarterly and reconstituted annually. DFHYs investors should anticipate frequent trading. Prior to Nov. 29, 2021, the fund was named TrimTabs Donoghue Forlines Tactical High Yield and tracked the TrimTabs Donoghue Forlines Tactical High Yield Index. Prior to Nov. 13, 2024 the fund name was Donoghue Forlines Tactical High Yield ETF and traded under the ticker DFHY.
Full ABHY Calculator →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.
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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.