JEPI yields 8.56% · EV yields 1.99%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, JEPI + EV cover 0 of 12 months — good coverage
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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 →The fund will invest at least 80% of its assets in companies that derive at least 50% of its revenue from the battery recycling and production business and/or devotes at least 50% of its assets to the battery recycling and production business. The fund is non-diversified.
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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.