Home › Compare › DROCX vs JEPQ
DROCX yields 9.66% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, DROCX + 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 DROCX + JEPQ for your $10,000?
The fund normally invests its assets primarily in U.S. equity securities of any size that Diamond Hill Capital Management, Inc. believes are undervalued. It may also invest up to 40% of its net assets in non-U.S. equity securities, including equity securities in emerging market countries. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund may sell securities short.
Full DROCX 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.