XLU yields 2.59% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, XLU + JEPQ cover 0 of 12 months — good coverage
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The State Street Utilities Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index (the "Index").The Index seeks to provide an effective representation of the utilities sector of the S&P 500 Index.Seeks to provide precise exposure to companies from the electric utilities; water utilities; multi-utilities, independent power and renewable electricity producers; and gas utility industries.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.
Full XLU Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.