SMHD yields 84.39% · JEPI yields 8.40%● Live data
📍 SMHD pulled ahead of the other in Year 1
Combined, SMHD + 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 SMHD + JEPI for your $10,000?
The investment seeks to provides a monthly compounded two times leveraged long exposure to the performance of the index, reduced by the accrued fees. The fund is a series of Monthly Pay 2xLeveraged Exchange Traded Access Securities (ETRACS) linked to the performance of the price return version of the Solactive US Small Cap High Dividend Index. The index is designed to measure the performance of 100 relatively small capitalization, dividend yielding index constituent Securities selected from a universe of qualifying U.S. listed stocks.
Full SMHD 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.