GHII yields 6.94% · JEPI yields 8.40%● Live data
📍 GHII pulled ahead of the other in Year 1
Combined, GHII + JEPI cover 0 of 12 months — good coverage
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The investment seeks to track the investment results (before fees and expenses) of the S&P High Income Infrastructure Index (the "underlying index"). The fund will invest at least 90% of its total assets in the securities that comprise the underlying index, as well as American depositary receipts ("ADRs") and global depositary receipts ("GDRs") that represent securities in the underlying index. The underlying index is designed to measure the performance of 50 high-yielding global equity securities of companies that engage in various infrastructure-related sub-industries. The fund is non-diversified.
Full GHII 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.