JEPI should be owned in tax-advantaged portfolios. JEPI MIGHT not outperform the 60-40 as it's designed to in the future. JEPI's tax expense ratio is almost 4% historically, meaning about 30% of ...

Historically, VFLO/JEPI pays 16% of their returns to taxes, which is about 2X more than SCHD. Expenses and taxes are two of ...