Home › Compare › SSPGX vs JEPQ
SSPGX yields 384.62% · JEPQ yields 11.10%● Live data
📍 SSPGX pulled ahead of the other in Year 1
Combined, SSPGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SSPGX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets in equity securities, such as common and preferred stocks. It invests primarily in a limited number of large and medium sized companies (meaning companies with market capitalizations of $2 billion or more) that the fund's investment adviser, believes have above-average growth histories and/or growth potential. The fund also may invest up to 25% of its total assets in foreign securities and up to 20% of its net assets (plus any borrowings for investment purposes) in debt securities. It is non-diversified.
Full SSPGX 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.