ZSPY yields 7.27% · JEPI yields 8.40%● Live data
📍 ZSPY pulled ahead of the other in Year 1
Combined, ZSPY + 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 ZSPY + JEPI for your $10,000?
The index employs a tactical allocation strategy by allocating to (i) high income equity asset classes, including Master Limited Partnerships (“MLPs”), Real Estate Investment Trusts (“REITs”), and utilities, and (ii) fixed income securities. Under normal market conditions, the fund will invest at least 80% of its total assets in securities and cash included in the index.
Full ZSPY 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.