SQMX yields 6.01% · JEPI yields 8.40%● Live data
📍 SQMX pulled ahead of the other in Year 1
Combined, SQMX + 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 SQMX + JEPI for your $10,000?
The investment objective of the FT Vest U.S. Equity Quarterly Max Buffer ETF (the "Fund") is to seek to provide investors with returns (before fees and expenses) that match the price return of the SPDR S&P 500 ETF (the "Underlying ETF") up to a predetermined upside cap while seeking to provide the maximum available buffer (before fees and expenses), against Underlying ETF losses over an approximate period of three months (the "Target Outcome Period"). Over the Target Outcome Period from December 22, 2025 to March 20, 2026, the Fund seeks to buffer against the first 10.58% of Underlying ETF losses and limit gains up to a predetermined upside cap of 3.00%. When the Fund's fees and expenses are taken into account, the cap is 2.79% and the buffer is 10.37%.
Full SQMX 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.