PBTP yields 3.14% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, PBTP + JEPI cover 0 of 12 months — good coverage
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The Invesco 0-5 Yr US TIPS ETF (Fund) is based on the ICE BofAML 0-5 Year US Inflation-Linked Treasury Index (Index). The fund will invest at least 80% of its total assets in securities that comprise the index. The index measures the performance of US Treasury Inflation-Protected Securities (TIPS) with a remaining maturity of at least one month and less than five years. The fund and the index are rebalanced monthly on the last calendar day.Effective after the close of markets on Aug. 25, 2023, the Fund’s name will change from Invesco PureBeta 0-5 Yr US TIPS ETF to Invesco 0-5 Yr US TIPS ETF. No other changes were made to the Fund. See the prospectus for more information.
Full PBTP 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.
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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.