JEPI - JEPI Vs. SPY: More Differences Than Just Yield And CAGR

• JEPI, or the JPMorgan Equity Premium Income ETF, might sacrifice some return for enhanced income by investing in Equity-Linked-Notes. That hasn't stopped JEPI outperforming SPY in 2022!
• SPY, or the SPDR S&P 500 Trust ETF, is the largest ETF with close to $400b in assets. It is a core holding for many investors who like index-based ETFs.
• Along with CAGR and Yield differences, the two approaches also result in other differences that investors should be aware of and I will cover them.
• Both JEPI and SPY are excellent choices for their main goal for investors but now is a questionable time to be entering the market.

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