HEWY yields 8.45% · JEPI yields 8.40%● Live data
📍 HEWY pulled ahead of the other in Year 1
Combined, HEWY + JEPI cover 0 of 12 months — good coverage
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The investment seeks to track the investment results of the MSCI Korea 25/50 100% Hedged to USD Index. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index primarily consists of stocks traded on the Stock Market Division of the Korea Exchange with the currency risk inherent in the securities included in the underlying index hedged to the U.S. dollar on a monthly basis.
Full HEWY 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.