Home › Compare › GOWLX vs JEPQ
GOWLX yields 12.43% · JEPQ yields 11.10%● Live data
📍 GOWLX pulled ahead of the other in Year 1
Combined, GOWLX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GOWLX + JEPQ for your $10,000?
The fund invests primarily in equity securities of U.S. and foreign companies. Kovitz Investment Group Partners, LLC generally selects equity securities of companies believed by the Adviser to be undervalued. The Adviser applies a disciplined approach to equity selection, which is based on adopting a business owner mentality while adhering to a "margin of safety" principle in order to determine if a security is undervalued.
Full GOWLX 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.