Home › Compare › TSDLX vs JEPI
TSDLX yields 4.79% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, TSDLX + 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 TSDLX + JEPI for your $10,000?
The investment seeks to provide income consistent with limited fluctuation in principal value and liquidity. The fund invests in a diversified portfolio of short-duration fixed income securities. It normally invests at least 80% of its net assets (including any borrowings for investment purposes) in fixed income securities. Under normal market conditions, the fund's effective duration will be 3 years or less. It may invest in securities issued by both U.S. and non-U.S. issuers, including issuers in emerging market countries.
Full TSDLX 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.