BKWO yields 0.60% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, BKWO + JEPI cover 0 of 12 months — good coverage
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The fund seeks long-term capital growth, and looks to invest principally in U.S. companies that have attractive financial attributes and promote "women's opportunities" - opportunities that can enhance the professional development and advancement of women and/or the ability of women to meet their work or other personal life responsibilities. The fund considers companies that promote women's opportunities to be companies that demonstrate gender equity practices in the workplace and/or that provide products or services that are believed to enhance the lives of women, including female participation in management and board representation, positive benefit programs including family leave and flexible work arrangements, as well as companies that offer products /services that help women meet daily life needs. Provides investors with a growth-oriented investment with the added focus on gender equality and supporting women's opportunities. BNY Mellon ETF Investment Adviser, LLC will make contributions to one or more charitable organizations which seeks to promote opportunities for women and/or girls, in an amount representing at least 10% annually of the management fee. Liquid ETF structure allows investors to buy or sell any time the market is open.
Full BKWO 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.