Home › Compare › POGSX vs JEPQ
POGSX yields 17.99% · JEPQ yields 11.10%● Live data
📍 POGSX pulled ahead of the other in Year 1
Combined, POGSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of POGSX + JEPQ for your $10,000?
The fund invests primarily in common stocks of U.S. companies that the Adviser believes have above-average growth potential at attractive prices. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.
Full POGSX 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.