RWEM yields 2.24% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, RWEM + JEPI cover 0 of 12 months — good coverage
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RWEM tracks a selection of large-cap emerging markets stocks chosen using various factors and optimized through machine learning models. The model employs over 100 market-level, fundamental, and technical signals from 12 major factor categories. Constraints are applied to limit stock concentration and industry exposure relative to the FT Wilshire Emerging Large Cap Index. The index construction consists of three steps: risk-adjusted returns estimation, covariance matrix estimation, and mean tracking err optimization. The index is reconstituted quarterly. The data used for estimating stock risk-adjusted returns and the covariance matrix is based on the month-end figures from the month prior to the reconstitution. Before Dec. 19, 2025, the fund was an actively managed fund named Rayliant Quantamental Emerging Market ex-China Equity ETF (RAYE).
Full RWEM 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.