Home › Compare › SUPIX vs JEPI
SUPIX yields 1.95% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, SUPIX + JEPI cover 0 of 12 months — good coverage
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The fund uses a managed futures strategy and principally invests in U.S. and international, including emerging market, commodity and financial futures and foreign currency markets. It will typically have exposure to long and short positions across all four major asset classes (commodities, currencies, fixed income and equities), but at any one time the fund may emphasize certain asset classes or certain exposures within an asset class. The fund may enter into hedging transactions to seek to manage portfolio risk.
Full SUPIX 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.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.