Home › Compare › SGLYX vs JEPQ
SGLYX yields 8.87% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SGLYX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SGLYX + JEPQ for your $10,000?
The fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts, exchange-traded funds (ETFs) and real estate investment trusts (REITs). It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. The advisor expects that at least 40% of the fund's assets will be invested in non-U.S. securities.
Full SGLYX 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.