LGLV yields 2.03% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, LGLV + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of LGLV + JEPQ for your $10,000?
The State Street SPDR US Large Cap Low Volatility Index ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the State Street US Large Cap Low Volatility Index (the "Index")The Index constituents are a subset of the largest 1000 U.S. stocks based on market cap listed on a U.S. exchange as of the Index rebalance dateIndex utilizes a rules based process that seeks to increase exposure to stocks that exhibit low volatilityThe index weights securities such that securities with the lower volatility receive the highest weights, subject to liquidity constraints
Full LGLV 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.