Home › Compare › SNGVX vs JEPQ
SNGVX yields 3.47% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SNGVX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SNGVX + JEPQ for your $10,000?
The investment seeks high current income and safety of principal. The fund invests exclusively in U.S. government securities, which are securities issued, guaranteed or insured by the U.S. government, its agencies or instrumentalities. It invests a substantial portion of its assets in pass-through securities. The Adviser attempts to maintain an average effective duration for the portfolio of approximately 0 to 5 years. The fund's dollar-weighted average maturity will, under normal market conditions, range between 15 and 25 years.
Full SNGVX 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.