The Motley Fool··Dan CaplingerHigh Yield, Capped Gains: The JEPI Trade-Off Investors Must Consider
JEPI's covered call strategy generates high income but caps upside gains. Five-year returns of 9.8% significantly trail the S&P 500's 13.4%, with 2023 showing a stark 1,600 basis point gap.
JEPIdividend yieldunderperformance