Home › Compare › DGSIX vs JEPQ
DGSIX yields 8.37% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, DGSIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of DGSIX + JEPQ for your $10,000?
The fund allocates its assets to underlying funds that invest in equity and fixed income securities. Generally, the Portfolio invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40% to 80% of the Portfolio's assets to domestic and international equity underlying funds and 20% to 60% of its assets to fixed income underlying funds.
Full DGSIX 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.