RWLS yields 2.82% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, RWLS + JEPI cover 0 of 12 months — good coverage
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The investment seeks investment results, before fees and expenses, that track the Russell 1000Â/Russell 2000Â 150/50 Net Spread Index (the "index"). The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in securities that comprise the Long Component of the index or shares of exchange-traded funds ("ETFs") on the Long Component of the index. The index measures the performance of a portfolio that has 150% long exposure to the Russell 1000Â Index (the "Long Component") and 50% short exposure to the Russell 2000Â Index (the "Short Component"). The fund is non-diversified.
Full RWLS 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.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.