Holdings Analysis (by Weight)
| JEPI.US | SCHD.US | VOO.US | |
|---|---|---|---|
Weights |
|||
Sector |
|||
Region |
|||
Asset Class |
|||
Equity Market Capitalization |
AI Generated Summary
Loading...
60
Cross Correlation of Daily Returns
Top 25 Holdings
| JEPI.US | SCHD.US | VOO.US | ||||
|---|---|---|---|---|---|---|
| Num | Ticker | Weight | Ticker | Weight | Ticker | Weight |
| 1 | ||||||
| 2 | ||||||
| 3 | ||||||
| 4 | ||||||
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 | ||||||
| 21 | ||||||
| 22 | ||||||
| 23 | ||||||
| 24 | ||||||
| 25 |
ETF Holdings Overlap Analysis
| Num | Ticker | JEPI.US | SCHD.US | VOO.US | Overlap |
|---|
Performance
To-Date Returns
| WTD | MTD | QTD | YTD | 1m | 2m | 3m | 6m | 9m | 12m |
|---|
Trailing Multiyear Returns (CAGR)
| 1Y | 2Y | 3Y | 5Y | 10Y | 15Y | 20Y | 25Y | 30Y | 35Y | 40Y | 45Y | 50Y |
|---|
Trailing Multiyear Returns (Cumulative)
| 1Y | 2Y | 3Y | 5Y | 10Y | 15Y | 20Y | 25Y | 30Y | 35Y | 40Y | 45Y | 50Y |
|---|
