VIOO yields 1.31% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VIOO + JEPI cover 0 of 12 months — good coverage
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Invests in stocks in the S&P Small-Cap 600 Index, representing 600 smaller U.S. companies.Focuses on closely tracking the index’s return, which is considered a gauge of overall U.S. small-cap stock returns.Offers high potential for investment growth; share value rises and falls more sharply than that of funds holding bonds.More appropriate for long-term goals where your money’s growth is essential.On March 14, 2023, this ETF underwent a 2:1 share split, which decreased the price per share of the ETF with a proportionate increase in the number of shares outstanding. Historical share price data has not been adjusted for the split except where market data is being used, as indicated. Although certain data may reflect both pre-and post-split prices, returns are not impacted.
Full VIOO 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.