PEPS yields 1.02% · EQR yields 4.73%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, PEPS + EQR cover 0 of 12 months — good coverage
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PEPS is an actively managed fund that seeks long-term capital appreciation through a US large-cap equity portfolio while employing a beta-neutral call overwriting strategy. The fund specifically invests in stocks of the Solactive GBS United States 500 Index. The funds options strategy combines selling short-dated, out-of-the-money S&P 500 Index call options with offsetting long equity exposure, including investments in futures and FLEX Options that reference the S&P 500 Index and SPY ETF. The fund's performance is dependent on the equity portfolio. To avoid being subject to the straddle rules, the fund limits overlap between its equity investments and the options' underlying constituents. It also utilizes tax loss harvesting within the equity portfolio. As a result of writing call options, the fund may forgo upside participation. However, the funds sub-adviser will seek to ladder the written call option positions to mitigate this risk.
Full PEPS Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.