Home › Compare › MGPIX vs JEPQ
MGPIX yields 3.31% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MGPIX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of MGPIX + JEPQ for your $10,000?
The investment seeks investment results, before fees and expenses, that track the performance of the S&P MidCap 400® Growth Index (the index). The fund invests in financial instruments that the advisor believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of mid-cap U.S. equity growth performance. It is an unmanaged float-adjusted, market capitalization-weighted index comprising of stocks from the S&P MidCap 400 that have been identified as being on the growth end of the growth-value spectrum as determined by S&P Dow Jones Indices LLC.
Full MGPIX 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.