TAO yields 7.71% · JEPI yields 8.40%● Live data
📍 TAO pulled ahead of the other in Year 1
Combined, TAO + JEPI cover 0 of 12 months — good coverage
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The investment seeks to track the investment results (before fees and expenses) of the AlphaShares China Real Estate Index (the index). The fund generally will invest at least 90% of its total assets in the securities (including ADRs and GDRs) that comprise the index. The index is comprised of REITs and equity securities of publicly-traded companies that derive a majority of their revenues from real estate development, management and/or ownership of property in China or the Special Administrative Regions of China (Hong Kong and Macau), ADRs, and GDRs. The fund is non-diversified.
Full TAO 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.