IVSI yields 0.04% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, IVSI + 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 IVSI + JEPI for your $10,000?
IVSI uses proprietary valuation models in researching large-cap companies in developed markets outside of North America, aiming for growth through fundamental analysis. The funds adviser uses proprietary research, valuation models, and its Intrinsic Value Stewardship (IVS) model to select stocks with strong return potential, considering factors like valuation, growth, profitability, and business strategy. The Fund is actively managed, typically holds at least 150 positions across multiple countries and sectors, but may concentrate more in certain holdings if justified by its research. The adviser sells positions if they no longer offer compelling investment opportunities or become too large relative to the portfolio.
Full IVSI 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.