Home › Compare › SGGAX vs JEPQ
SGGAX yields 19.12% · JEPQ yields 11.10%● Live data
📍 SGGAX pulled ahead of the other in Year 1
Combined, SGGAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SGGAX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in large U.S. companies that are similar in size to the companies in the Russell 1000® Growth Index (generally the 1,000 largest publicly traded companies in the United States). It may also invest up to 20% of its assets in stocks and other securities of companies not publicly traded in the United States.
Full SGGAX 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.