Home › Compare › DLCMX vs JEPQ
DLCMX yields 2.25% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, DLCMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of DLCMX + JEPQ for your $10,000?
The fund normally seeks to generate long term total return through long and short exposures to commodity-related investments. The Advisor expects to gain commodity-related investment exposure primarily through derivatives contracts, securities, or other instruments. The Advisor uses investment leverage to achieve commodity exposures and expects to have, under normal circumstances, investment exposure to commodities in an amount up to the value of the fund's total assets.
Full DLCMX 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.