SHM yields 2.64% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SHM + JEPQ cover 0 of 12 months — good coverage
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The State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the ICE 1-5 Year AMT-Free Broad Municipal IndexThe Index includes state and local general obligation bonds, revenue bonds, pre refunded bonds, insured bonds, and municipal lease obligationsThe Index is market-cap weighted and undergoes monthly rebalancing and reconstitution
Full SHM Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.