AGGH yields 7.57% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, AGGH + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of AGGH + JEPQ for your $10,000?
The Simplify Aggregate Bond ETF (AGGH) seeks to maximize total return. The fund is actively managed to create a core bond exposure with enhanced yield via structural income opportunities such as more efficient option writing and curve positioning. AGGH can be used by investors who not only seek higher yields than investment grade bonds normally provide, but a higher total return as well.
Full AGGH Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.