Home › Compare › DLUSX vs JEPQ
DLUSX yields 20.15% · JEPQ yields 11.10%● Live data
📍 DLUSX pulled ahead of the other in Year 1
Combined, DLUSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of DLUSX + JEPQ for your $10,000?
The fund seeks to provide a level of current income consistent with limited price volatility by investing principally in investment grade, U.S. dollar-denominated debt instruments, including bank obligations, commercial paper, asset-backed commercial paper, and repurchase agreements. The adviser intends to invest only in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the Adviser to be of comparable credit quality. The adviser intends to invest at least 80% of the fund's net assets in bonds.
Full DLUSX 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.