KDIV yields 5.31% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, KDIV + JEPI cover 0 of 12 months — good coverage
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The fund’s current index is the S&P Pan Asia Dividend Aristocrats Index. It will invest at least 80% of its net assets in instruments in its index or in instruments that have economic characteristics similar to those in the index. The index is designed to measure the performance of constituents in the S&P Pan Asia BMI Index that have followed a policy of consistently increasing dividends every year for the last seven years. It is non-diversified.
Full KDIV 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.