HFSP yields 2.00% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, HFSP + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of HFSP + JEPI for your $10,000?
HFSP is not for the faint of heart. The ETF uses an intraday trading approach to enter long and short S&P 500 Index e-mini futures positions. Holdings may also include broad-based, passively managed ETFs that track the index and options on those ETFs. The funds adviser utilizes proprietary trading algorithms, with human oversight, to manage the fund. The algorithms use publicly available pricing data and data from financial news outlets to forecast future price movements over short periods (intraday). Buy and sell signals are based on these predictions and used to manage the positions in the portfolio. The short-term nature of the strategy will result in a high number of trades compared to more conservative approaches.
Full HFSP 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.