Home › Compare › OGMIX vs JEPQ
OGMIX yields 0.61% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, OGMIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of OGMIX + JEPQ for your $10,000?
The fund invests mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals, gold bullion, other physical metals, and precious metals-related ETFs and may invest all of its assets in those securities. Under normal market conditions, at least 80% of the fund's net assets, plus any borrowings, for investment purposes will be invested in those securities, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund is non-diversified.
Full OGMIX 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.