EZRO yields 7.78% · JEPI yields 8.40%● Live data
📍 EZRO pulled ahead of the other in Year 1
Combined, EZRO + JEPI cover 0 of 12 months — good coverage
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EZRO is a passively managed fund-of-funds, selecting ETFs based on performance signals that alternate between bull and bear market conditions. The underlying index employs AI and proprietary algorithms to make this assessment. During bull market conditions, the portfolio allocates equally to sector, sub-sector, and thematic equity ETFs from various providers. During bear markets, the allocations shift to momentum leaders selected from bonds, treasuries, gold, and defensive ETFs. The portfolio is reconstituted and rebalanced at each month-end and following each shift in the overall market indicator.
Full EZRO 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.