BOS yields 10.45% · JEPI yields 8.56%● Live data
📍 BOS pulled ahead of the other in Year 1
Combined, BOS + JEPI cover 0 of 12 months — good coverage
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The fund allows investors to take a short view on the performance of the industrial metals sector. The index is a rules-based index composed of futures contracts on some of the most liquid and widely used base metals, aluminum, zinc and copper.
Full BOS 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.