Home › Compare › QSTFX vs JEPI
QSTFX yields 12.07% · JEPI yields 8.40%● Live data
📍 QSTFX pulled ahead of the other in Year 1
Combined, QSTFX + 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 QSTFX + JEPI for your $10,000?
The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. The fund's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend Following Strategy.
Full QSTFX 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.