SBAR yields 12.31% · JEPI yields 8.40%● Live data
📍 SBAR pulled ahead of the other in Year 1
Combined, SBAR + 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 SBAR + JEPI for your $10,000?
The Simplify Barrier Income ETF (SBAR) seeks to offer a distinct source of monthly income by selling a 30-barrier put option. In exchange for accepting the risk of a loss defined by the 30-barrier level, investors can expect higher levels of income than can be found in traditional fixed income products.And unlike traditional bond or equity funds, the downside threshold is defined ahead of time, allowing investors to make an informed investment decision based on a quantifiable personal risk level.
Full SBAR 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.