JEPI: A 12% Yielding 'Retirement Dream ETF' With A Catch

JEPI: A 12% Yielding ‘Retirement Dream ETF’ With A Catch

Posted On January 24, 2023 7:14 am
By: Dividend Sensei

JEPI was the 8th most popular ETF of 2022, and its 12% yield, paid monthly, has created a firestorm of investor interest.

Since inception, JEPI has delivered an average yield of 9.3% and 13.4% annual returns, but with 37% less volatility than the S&P and with 50% smaller peak declines.

Some investors consider it a “miracle” retirement ETF, but there are important things all investors need to know before buying it.

JEPI is a great choice for certain kinds of investors, while others shouldn’t ever buy it.

This article will tell you whether JEPI is right for your needs, or an ETF to avoid at all costs.

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About author

Dividend Sensei

I'm an Army veteran and former energy dividend writer for The Motley Fool. I'm a proud co-founder of Wide Moat Research, Dividend Kings, and the Intelligent Dividend Investor. My work can be found on Seeking Alpha, Dividend Kings, iREIT, and the Intelligent Dividend Investor. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams and enrich their lives. With 24 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams and achieving long-term financial goals.