Home › Compare › SMAPX vs JEPI
SMAPX yields 3.54% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, SMAPX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of SMAPX + JEPI for your $10,000?
The investment seeks to maximize total return (capital appreciation and income). The fund normally seeks to achieve its investment objective by investing at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of MLPs and Energy Infrastructure Companies. It invests in equity securities such as common units, preferred units, subordinated units, general partner interests, common shares and preferred shares in MLPs and Energy Infrastructure Companies. The fund is non-diversified.
Full SMAPX 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.