VOO

2026-07-06 13:06:40

Why JEPI’s High Yield Is Failing to Beat VOO in Total Return

JEPI has attracted billions with its 8.65% yield, but historical data shows it continues to lag VOO in both price and total return. Its covered call strategy boosts income but caps upside and adds tax headwinds for long-term investors.

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Why JEPI’s High Yield Is Failing to Beat VOO in Total Return
2026-07-06 12:56:44

Why JEPI May Underperform VOO Despite Its High Yield

JEPI’s 8.65% yield has attracted billions in inflows, but its total return has lagged VOO this year and over the past three years. Covered call limits upside, while tax treatment may further reduce net returns for long-term investors.

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Why JEPI May Underperform VOO Despite Its High Yield
2026-07-06 03:22:13

VTI Nears 52-Week High as Broad U.S. Stock Market ETF Gains Attention

Vanguard’s VTI traded at $357.47 as of May 5, 2026, near its 52-week high after rising nearly 30% over the past year. Its low 0.03% expense ratio and 3,520-stock diversification keep it attractive, though valuation, rate sensitivity, and mega-cap concentration remain key risks.

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VTI Nears 52-Week High as Broad U.S. Stock Market ETF Gains Attention