Home › Compare › HIIGX vs JEPI
HIIGX yields 11.50% · JEPI yields 8.40%● Live data
📍 HIIGX pulled ahead of the other in Year 1
Combined, HIIGX + 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 HIIGX + JEPI for your $10,000?
The fund invests primarily (no less than 65% of its total assets under normal market conditions) in equity securities, including common and preferred stocks, of foreign companies that the Subadviser believes will experience growth and benefit from sustainable competitive advantages in their markets. It may invest in companies of any size located in, or economically tied to, any country or region outside of the United States, including developed foreign and emerging markets. The fund normally invests in at least three different countries outside of the United States.
Full HIIGX 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.