RSPU yields 2.44% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, RSPU + JEPI cover 0 of 12 months — good coverage
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The Invesco S&P 500 Equal Weight Utilities ETF (Fund) is based on the S&P 500 Equal Weight Utilities Plus Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index equally weights the common stocks of all companies included in the S&P 500 Index that are classified as members of the utilities sector, as defined according to the Global Industry Classification Standard ("GICS"). The Fund and the Index are rebalanced quarterly.
Full RSPU 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.