ACEI yields 4.32% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, ACEI + JEPI cover 0 of 12 months — good coverage
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The Innovator Equity Autocallable Income Strategy ETF is designed to offer investors a single-ticker solution to pursue a high rate of monthly income through exposure to a laddered portfolio of autocallables. The Fund is an actively managed ETF that seeks to provide investors with income distributions and the potential to limit downside investment exposure.The Fund invests in a laddered portfolio of over-the-counter (OTC) swap agreements that seek to replicate the defined return characteristics of autocallable notes (Autocallable Instruments). The Autocallable Instruments are designed to provide the potential for periodic investment payments contingent upon the performance of their respective reference asset and the potential to limit losses unless the losses of the reference asset exceeds a pre-determined investment barrier. In this case, the Fund would experience the losses of the respective reference asset over the duration of the Autocallable Instrument, to the extent of the Fund's investment in such Autocallable Instrument, offset by any income payments received.
Full ACEI 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.