- The JPMorgan Equity Premium Income ETF (JEPI) attempts to combine the best of three worlds for income investors - high dividend on a monthly basis, low volatility, and capital appreciation.
- The goal is very appealing to income investors, especially with the currently elevated overall market valuation and looming spike in inflation.
- This article takes a closer look at it in terms of dividend, dividend growth, and volatility under the context of the overall market.
- With the limited historical data available, the results suggest the fund has been delivering handsome total return, high income, but not low volatility.
For further details see:
JEPI: Monthly Income With Capital Appreciation Prospects