Home › Compare › GSSIX vs JEPQ
GSSIX yields 17.82% · JEPQ yields 11.10%● Live data
📍 GSSIX pulled ahead of the other in Year 1
Combined, GSSIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GSSIX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) (net assets) in a diversified portfolio of equity investments in small-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2000® Value Index at the time of investment. Although it will invest primarily in publicly traded U.S. securities, including real estate investment trusts, it may also invest in foreign securities.
Full GSSIX 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.