PPDM yields 9.46% · JEPI yields 8.56%● Live data
📍 PPDM pulled ahead of the other in Year 1
Combined, PPDM + JEPI cover 0 of 12 months — good coverage
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The investment seeks daily investment results, before fees and expenses, of 135% of the daily performance of the FTSE Developed All Cap ex US Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in securities of the index, exchange-traded funds ("ETFs") that track the index and other financial instruments that provide daily leveraged exposure to the index. The index is a market-capitalization weighted index representing the performance of large-, mid- and small-capitalization companies in developed markets, excluding the USA. The fund is non-diversified.
Full PPDM 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.