FLRN yields 4.70% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, FLRN + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FLRN + JEPI for your $10,000?
The State Street SPDR Bloomberg Investment Grade Floating Rate ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg U.S. Dollar Floating Rate Note < 5 Years Index (the "Index")Seeks to provide exposure to debt instruments that pay a variable coupon rate with a fixed spreadSecurities in the Index must have a remaining maturity of more than or equal to one month and less than five years, and $300 million or more of outstanding face valueRebalanced on the last business day of the month
Full FLRN 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.