Why I Think JEPI Will Outperform SCHD (Archive)
JEPI’s portfolio better reflects my macro views than SCHD’s, especially on energy.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- JEPI and SCHD are popular income-yielding ETFs. I think JEPI will outperform SCHD for 4 key reasons:
- JEPI has greater exposure to the market index vs SCHD.
- JEPI has significantly lower energy exposure vs SCHD.
- JEPI has more favorable financials positioning with minimal exposure to banks vs SCHD.
- JEPI's portfolio aligns better with some of my stock-specific views vs SCHD.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
Comments ()