TFIV yields 8.46% · JEPI yields 8.40%● Live data
📍 TFIV pulled ahead of the other in Year 1
Combined, TFIV + JEPI cover 0 of 12 months — good coverage
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The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Wilshire TargetIncomeTM 5% Plus Index ("underlying index"). The fund is a fund of funds and invests at least 80% of its total assets in the securities of the underlying index. The underlying index seeks to provide broad exposure to income-producing asset classes using a portfolio of exchange-traded funds, with the goal, but not the guarantee, of providing exposure that may be sufficient to support an annualized yield of five percent (5.0%) for the fund, net of fees. The fund is non-diversified.
Full TFIV 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.