LGLV yields 2.03% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, LGLV + JEPI cover 0 of 12 months — good coverage
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The State Street SPDR US Large Cap Low Volatility Index ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the State Street US Large Cap Low Volatility Index (the "Index")The Index constituents are a subset of the largest 1000 U.S. stocks based on market cap listed on a U.S. exchange as of the Index rebalance dateIndex utilizes a rules based process that seeks to increase exposure to stocks that exhibit low volatilityThe index weights securities such that securities with the lower volatility receive the highest weights, subject to liquidity constraints
Full LGLV 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.