MSTU yields 47.06% · JEPI yields 8.40%● Live data
📍 MSTU pulled ahead of the other in Year 1
Combined, MSTU + 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 MSTU + JEPI for your $10,000?
The fund, under normal circumstances, invests in swap agreements that provide 200% daily exposure to MSTR equal to at least 80% of its net assets (plus any borrowings for investment purposes). MicroStrategy Inc. engages in the provision of enterprise analytics and mobility software. The fund is non-diversified.
Full MSTU 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.