Home › Compare › SGPIX vs JEPQ
SGPIX yields 0.18% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SGPIX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of SGPIX + JEPQ for your $10,000?
The investment seeks investment results, before fees and expenses, that track the performance of the S&P SmallCap 600® Growth Index. The fund invests in financial instruments that ProFund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity growth performance. It is an unmanaged float-adjusted, market capitalization-weighted index comprising of stocks from the S&P SmallCap 600 that have been identified as being on the growth end of the growth-value spectrum as determined by S&P Dow Jones Indices LLC.
Full SGPIX 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.