Home › Compare › DGAGX vs JEPQ
DGAGX yields 19.99% · JEPQ yields 11.10%● Live data
📍 DGAGX pulled ahead of the other in Year 1
Combined, DGAGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of DGAGX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks. It focuses on "blue chip" companies with total market capitalizations of more than $5 billion at the time of purchase, including multinational companies. In addition to direct investments, the fund may invest in securities of foreign companies in the form of U.S. dollar-denominated American Depositary Receipts (ADRs).
Full DGAGX 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.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.