ESLV yields 0.55% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, ESLV + JEPI cover 0 of 12 months — good coverage
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ESLV aims for long-term capital appreciation by investing in large-cap US companies that exhibit value style characteristics. The actively managed fund uses a long-only investment approach and seeks to generate performance like its benchmark index of US companies with the highest value factor scores. The fund selects at least 75 companies using fundamental research that includes a values-based screening inspired by the Christian faith. Selection of undervalued securities is based on price-to-projected earnings while considering price-to-book, price-to-sales, price-to-cash flow, and dividend yield. The fund caps an industry or industry group by 25%, except when it represents 20% or more of the benchmark, allowing up to 35%. While actively managing the fund, the adviser monitors its holdings with full discretion to adjust the portfolio as necessary using research, quantitative modeling, and risk tools.
Full ESLV 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.