IIGD yields 4.28% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, IIGD + 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 IIGD + JEPI for your $10,000?
The Invesco Investment Grade Defensive ETF (Fund) is based on the Invesco Investment Grade Defensive Index (Index). The Fund generally will invest at least 80% of its total assets in securities that comprise the Index, which is designed to provide exposure to U.S. investment grade bonds with relatively higher-quality characteristics, including higher credit ratings and shorter maturities. All eligible bonds are assigned a quality score, which is calculated based on the bond’s maturity and credit rating. The Fund does not purchase all the securities in the Index; instead, it utilizes a “sampling” methodology to seek to achieve its investment objective. The Fund and the index are rebalanced monthly.
Full IIGD 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.