Home › Compare › SSGAX vs JEPI
SSGAX yields 8.62% · JEPI yields 8.40%● Live data
📍 SSGAX pulled ahead of the other in Year 1
Combined, SSGAX + 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 SSGAX + JEPI for your $10,000?
The fund predominantly invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds). The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. Its assets may be diversified across Underlying SEI equity funds, bond and money market funds, real estate funds and multi-asset funds.
Full SSGAX 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.