24/7 Wall Street
05 Jul 2026, 14:50 UTC · 2h ago
SPYI vs. JEPI: Which S&P 500 Covered-Call ETF Pays You More Safely?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
05 Jul 2026, 14:50 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
SPYI significantly outperformed JEPI over the past year, returning approximately 19% compared to JEPI's 8%. — Strong historical performance relative to a major competitor suggests a preference for full-index exposure in the current bull market.
+0.30SPYI utilizes Section 1256 tax treatment and return-of-capital distributions to defer taxes for investors in taxable accounts. — Tax efficiency is a material driver for fund inflows and investor preference in taxable brokerage accounts.
+0.20JEPI employs a defensive, low-volatility stock selection and equity-linked notes to cushion portfolio drawdowns during market declines. — The defensive structure provides a hedge against volatility, though it limits upside potential in rising markets.
+0.10Which stocks this story touches
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Outperformed JEPI in returns over the past year and offers superior tax efficiency for taxable accounts.
While lagging in returns, it is praised for its defensive structure and ability to cushion market drawdowns.
Mentioned only as a portfolio holding in JEPI without specific commentary on company performance.
Mentioned only as a portfolio holding in JEPI without specific commentary on company performance.
Mentioned only as a portfolio holding in JEPI without specific commentary on company performance.
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