Home › Compare › LZGOX vs JEPQ
LZGOX yields 28.78% · JEPQ yields 11.10%● Live data
📍 LZGOX pulled ahead of the other in Year 1
Combined, LZGOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of LZGOX + JEPQ for your $10,000?
The fund invests at least 80% of its assets in Fixed Income Investments. It invests significantly in issuers organized or located outside the U.S. or doing a substantial amount of business outside the US, securities denominated in a foreign currency or foreign currency forward contracts. The fund may invest in securities of issuers with business activities located in emerging market countries or denominated in an emerging market currency. It may invest up to 15% of its assets in securities that are rated below investment grade or the unrated equivalent.
Full LZGOX 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.