BEDZ yields 2.53% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, BEDZ + JEPI cover 0 of 12 months — good coverage
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Long-Term Secular Trend – Since the advent of modern tourism in the 1950’s, international travel has grown 57-fold, as measured by international arrivals data. Global Opportunity – Many of the largest U.S.-based hotel chains and lodging choices have an overseas presence to capture potential new revenue streams. Also, global travel and tourism has contributed over 9.1% to global GDP.1 Benefit of ETF Structure – ETFs offer benefits including tax efficiency, transparency, intraday liquidity, risk management and the ability to use limit orders. Pent-Up Demand – As we move past COVID, 88% of U.S. consumers are ready to return to travel, both for business and leisure.2
Full BEDZ 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.