GOLS yields 8.19% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GOLS + 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 GOLS + JEPQ for your $10,000?
GOLS is actively managed and invests in equity securities of companies engaged in the live media, entertainment, and sports sectors. It may invest in foreign securities, including American Depositary Receipts, and companies of any market capitalization. Up to 10% of net assets may be allocated to option contracts. Live media includes television, radio, motion pictures, internet content, and advertising services. Sports-related activities encompass team ownership, sports-related real estate, athletic apparel, equipment, ticketing, and sports media. The investment approach seeks undervalued assets based on private market value, considering factors such as price, earnings, balance sheets, management quality, and catalysts like industry changes or regulatory shifts. Investments may be sold if they lose perceived value due to price targets, fundamental changes, or risk/reward adjustments. Equity securities are subject to market fluctuations which expose investors to certain risks.
Full GOLS 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.