SHOC yields 0.23% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SHOC + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SHOC + JEPQ for your $10,000?
The index is a subset of a float-adjusted capitalization weighted index of equity securities covering approximately the largest 99% of the free-float market capitalization in the U.S. stock market stock market. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in U.S. semiconductor companies. It is non-diversified.
Full SHOC 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.