Home › Compare › SXMAX vs JEPQ
SXMAX yields 15.19% · JEPQ yields 11.10%● Live data
📍 SXMAX pulled ahead of the other in Year 1
Combined, SXMAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SXMAX + JEPQ for your $10,000?
The investment seeks to provide the opportunity for capital appreciation with some opportunity to generate income. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across underlying SEI equity funds, bond and money market funds, and real estate funds.
Full SXMAX 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.