JEPI ETF Inflows Are Surging In 2026: Is the 9.78% Yield Worth It?

Benzinga_recent_news03:51

The fund offers a higher annual return than government bonds. The ten-year yield stands at 4.43%, down from the year-to-date high of 4.68%. Similarly, the two-year yield has a 4% yield. At the same ...

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Similarly, the two-year yield has a 4% yield. \nAt the same ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/26/05/52894578/jepi-etf-inflows-are-surging-in-2026-is-the-9-78-yield-worth-it\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JEPI ETF Inflows Are Surging In 2026: Is the 9.78% Yield Worth It?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJEPI ETF Inflows Are Surging In 2026: Is the 9.78% Yield Worth It?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-01 03:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/26/05/52894578/jepi-etf-inflows-are-surging-in-2026-is-the-9-78-yield-worth-it><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fund offers a higher annual return than government bonds. The ten-year yield stands at 4.43%, down from the year-to-date high of 4.68%. Similarly, the two-year yield has a 4% yield. \nAt the same ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/26/05/52894578/jepi-etf-inflows-are-surging-in-2026-is-the-9-78-yield-worth-it\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.benzinga.com/markets/equities/26/05/52894578/jepi-etf-inflows-are-surging-in-2026-is-the-9-78-yield-worth-it","article_id":"2640986189","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/cdn-cgi/image/width=240,dpr=2,format=auto,quality=85/files/images/story/2026/05/31/Wall-Street-Bull_0.jpeg"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/equities/26/05/52894578/jepi-etf-inflows-are-surging-in-2026-is-the-9-78-yield-worth-it","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2640986189","pubTimestamp":1780257060,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"JEPI ETF inflows are in a strong uptrend this year, reaching over $4 billion so far, as investors chase the 9.78% yield. But is it worth it?","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"2026年JEPI ETF流入激增：9.78%的收益率值得吗？","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f4e7174243dc5c5c3e709ed8a7229a63","symbols_score_info":{"IJR":0.6,"RSPA":0.6,"ALLW":0.6,"OEF":0.6,".SPX":0.9,"SPYQ":0.6,"TSPY":0.6,"SPYV":0.6,"MOAT":0.6,"SPY":0.67,"GSLC":0.6,"SPYM":0.6,"VOO":0.67,"HIBS":0.6,"VYM":0.67,"RSPU":0.6,"SPYU":0.6,"SPYD":0.6,"RSPN":0.6,"SCHG":0.67,"SPHD":0.6,"SPYB":0.6,"UPRO":0.6,"BMAY":0.6,"SPLV":0.6,"XLG":0.6,"SPUS":0.6,"SFY":0.6,"XYLD":0.6,"VOOG":0.67,"VBK":0.6,"IJH":0.6,"ACWI":0.6,"SPXU":0.6,"VTV":0.6,"IVW":0.6,"VUG":0.67,"SSO":0.6,"XDTE":0.6,"MESmain":0.6,"IVV":0.6,"SPGP":0.6,"SPMO":0.6,"SPXS":0.6,"OEX":0.6,"NOBL":0.6,"DBSC":0.6,"FDN":1.5,"RSP":0.6,"SPUU":0.6},"content_text":"The fund offers a higher annual return than government bonds. The ten-year yield stands at 4.43%, down from the year-to-date high of 4.68%. Similarly, the two-year yield has a 4% yield. \nAt the same time, it uses the covered call approach to generate monthly returns. It does that by writing call options on the S&P 500 Index. The call options give it a right, but not the obligation to buy the index before an expiration date. This option gives it the premiums, which it pays investors as a monthly dividend.\nIn theory, the promise of growth and high dividends sounds good. However, it has a catch in that the fund often underperforms the broader market when there is a bull run. \nFor example, JEPI stock has retreated by 6.50% from its highest point this year as top indices like the S&P 500 and Nasdaq 100 have soared to a record high. \nThe situation is worse when you consider the total return, which includes the stock's performance and the dividends. Data shows that JEPI has had a total return of 0.59% this year compared to S&P 500's 11.25%. \nThe same has happened in the last 12 months as the S&P 500 Index has jumped by 30% compared to its total return of just 8.7%. This performance is because that's how JEPI and other covered call ETFs are designed. \nWhen there is a bull market, as we are in today, the sold calls go in the money, where the shares get called away at the strike price. As such, if the S&P 500 Index jumps by 8% in a month, but the ETF sold catts at a 2% out-of-the-money strike, it captures only 2% of the upside. \nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640986189","isCrawlerRequest":true}