Home › Compare › DISSX vs JEPQ
DISSX yields 14.91% · JEPQ yields 11.10%● Live data
📍 DISSX pulled ahead of the other in Year 1
Combined, DISSX + 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 DISSX + JEPQ for your $10,000?
The investment seeks to match the performance of the S&P SmallCap 600® Index. To pursue its goal, the fund generally is fully invested in all of the stocks that comprise the S&P SmallCap 600® Index and in futures whose performance is tied to the index. It generally invests in all 600 stocks in the index in proportion to their weighting in the index; however, at times, the fund may invest in a representative sample of stocks included in the index and in futures whose performance is tied to the index. Under these circumstances, the adviser expects to invest in approximately 500 or more of the stocks in the index. The fund is non-diversified.
Full DISSX 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.