Home › Compare › SGAPX vs JEPQ
SGAPX yields 16.09% · JEPQ yields 11.10%● Live data
📍 SGAPX pulled ahead of the other in Year 1
Combined, SGAPX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SGAPX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. The fund will invest in securities of issuers located throughout the world, including the United States ("U.S."). Under normal circumstances, it will invest primarily in equity securities, with at least 40% of the fund's net assets in issuers organized, headquartered or doing a substantial amount of business outside the U.S.
Full SGAPX 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.