RSPY yields 7.91% · JEPI yields 8.40%● Live data
📍 RSPY pulled ahead of the other in Year 1
Combined, RSPY + JEPI cover 0 of 12 months — good coverage
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The fund is an actively managed exchange traded fund ("ETF") that will primarily invest in ETFs that represent a sector of the S&P 500 Index. The S&P 500 Index is composed of the following eleven sectors: Information Technology, Health Care, Financials, Consumer Discretionary, Communication Services, Industrials, Consumer Staples, Energy, Utilities, Real Estate, and Materials. Under normal market conditions, the sub-adviser will invest the fund's assets in all eleven sectors that comprise the S&P 500 Index. The sub-adviser may adjust holdings based on changes in the S&P 500 economic sector weightings.
Full RSPY 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.