Home › Compare › GSHIX vs JEPQ
GSHIX yields 6.66% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GSHIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GSHIX + JEPQ for your $10,000?
The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in high-yield, fixed income securities that, at the time of purchase, are non-investment grade securities. It may invest up to 25% of its total assets in obligations of domestic and foreign issuers which are denominated in currencies other than the U.S. dollar and in securities of issuers located in emerging countries denominated in any currency.
Full GSHIX 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.