DTUS yields 9.37% · JEPI yields 8.40%● Live data
📍 DTUS pulled ahead of the other in Year 1
Combined, DTUS + JEPI cover 0 of 12 months — good coverage
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The investment seeks to provide investors with inverse exposure to the Barclays 2Y US Treasury Futures Targeted Exposure Indexâ¢. The Barclays 2Y US Treasury Futures Targeted Exposure Index⢠(the "index") is designed to decrease in response to an increase in the 2-year Treasury note yields and to increase in response to a decrease in 2-year Treasury note yields. The index targets a fixed level of sensitivity to changes in the yield of the current "cheapest-to-deliver" note underlying the relevant 2-year Treasury futures contract at a given point in time.
Full DTUS 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.