FLIA yields 2.61% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, FLIA + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of FLIA + JEPI for your $10,000?
The fund seeks to maximize total investment return, consisting of a combination of interest income and capital appreciation, by investing primarily in investment grade fixed or floating-rate bonds issued by governments, government agencies and governmental-related or corporate issuers located outside the U.S. The investment manager seeks to hedge substantially all of the fund's foreign currency exposure using currency-related derivatives.
Full FLIA 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.