EFAX yields 3.35% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, EFAX + JEPI cover 0 of 12 months — good coverage
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The State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI EAFE ex Fossil Fuels Index (the "Index")First ever international developed markets fossil fuel reserves free ETFSeeks to offer climate-conscious investors exposure to international equities while limiting exposure to companies owning fossil fuel reservesFor investors interested in minimizing fossil fuel reserves exposure from their portfolio, EFAX may serve as an alternative to traditional international developed markets exposure
Full EFAX 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.