ANEW yields 0.71% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, ANEW + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of ANEW + JEPI for your $10,000?
The index selects companies which may benefit from transformational changes in how people work, take care of their health, and consume and connect ("Transformational Changes") - changes accelerated by COVID-19. The fund will generally use a “replication strategy” to achieve its investment objective, meaning that it will invest in all of the component securities of the index in approximately the same proportion as the index.
Full ANEW 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.