JEPY yields 23.74% · SPHD yields 4.00%● Live data
📍 JEPY pulled ahead of the other in Year 1
Combined, JEPY + SPHD cover 0 of 12 months — good coverage
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What's the optimal mix of JEPY + SPHD for your $10,000?
JEPY is actively managed which seeks consistent daily income and monthly distributions by utilizing an index put-write strategy. Any distribution that is made will be taxed at the higher ordinary income rate. The strategy involves daily selling of S&P 500 Index put options that are either at-the-money or up to 5% in-the-money, expiring the next trading day. The option positions become profitable if the S&P 500 Index increases in value. Even during periods of adverse market conditions, the fund will not seek defensive positions and it not directly or fully participate in the gains of the index. JEPY is the first put-write ETF to use daily options on the S&P 500. As such, the funds risk and return potential will fluctuate daily. A significant portion of the portfolio will be held in short-term US Treasury securities, which will serve as collateral for the short put option positions.
Full JEPY Calculator →SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.
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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.