XHB yields 0.73% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, XHB + JEPI cover 0 of 12 months — good coverage
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The State Street SPDR S&P Homebuilders ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&PHomebuilders Select Industry Index (the "Index")Seeks to provide exposure to the homebuilders segment of the S&P TMI, comprising the Homebuilding sub-industry, and may include exposure to the Building Products, Home Furnishings, Home Improvement Retail, Homefurnishing Retail, and Household Appliances sub-industriesSeeks to track a modified equal weighted index which provides the potential for unconcentrated industry exposure across large, mid and small cap stocksAllows investors to take strategic or tactical positions at a more targeted level than traditional sector based investing
Full XHB 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.