STLV yields 7.79% · JEPI yields 8.40%● Live data
📍 STLV pulled ahead of the other in Year 1
Combined, STLV + 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 STLV + JEPI for your $10,000?
The fund seeks to track the investment results of the Russell US Large Cap Factors Value Style Index. The underlying index is designed to select equity securities from the Russell 1000 Value Index, which in turn is a subset of the Russell 1000 Index. It generally will invest at least 80% of its assets in the component securities of the underlying index. The fund is non-diversified.
Full STLV 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.