Home › Compare › HQIAX vs JEPI
HQIAX yields 13.10% · JEPI yields 8.40%● Live data
📍 HQIAX pulled ahead of the other in Year 1
Combined, HQIAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of HQIAX + JEPI for your $10,000?
The investment seeks a high level of current income consistent with growth of capital. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in equity securities. It invests primarily in equity securities of companies with market capitalizations above $2 billion. At the time of investment, every equity security in which the fund invests must pay a dividend or be expected to pay a dividend within the next 12 months. It may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.
Full HQIAX 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.