SPUC yields 8.53% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SPUC + JEPQ cover 0 of 12 months — good coverage
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The Simplify US Equity PLUS Upside Convexity ETF (SPUC) seeks to provide capital appreciation by offering US large cap exposure while aiming to boost performance during positive market moves via an options overlay.The fund's core holding gives investors a low-cost, index-based exposure to US large caps. A modest call option overlay budget is then deployed that helps create upside convexity in the fund.
Full SPUC 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.