THY yields 5.48% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, THY + JEPI cover 0 of 12 months — good coverage
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The adviser seeks to achieve the fund's investment objectives by investing primarily in exchange traded funds ("ETFs"); options on ETFs, equities and indices; futures and options that invest in or are otherwise exposed to domestic and foreign high-yield debt instruments (also known as "junk bonds"), and U.S. or foreign cash equivalents. It may hedge long positions using futures and/or ETFs.
Full THY 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.