SPQQ yields 7.13% · JEPI yields 8.40%● Live data
📍 SPQQ pulled ahead of the other in Year 1
Combined, SPQQ + 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 SPQQ + JEPI for your $10,000?
The index's construction begins by identifying two universes of stocks. It then selects the 30 largest companies from each universe by market capitalization and weights each company equally. Under normal circumstances, the fund generally will replicate the index by investing in all of the securities in the index in proportion to their weighting in the index. It is non-diversified.
Full SPQQ 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.