USDX yields 5.63% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, USDX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of USDX + JEPQ for your $10,000?
The SGI Enhanced Core ETF (USDX) seeks to generate current income and enhanced yield by utilizing a diversified portfolio of higher-yielding, high quality short-term money market instruments and ultra- short-term options strategies. Emphasizing reduced volatility through disciplined value investment, our goal is to outperform and receive higher dividend yields when compared to the underlying indices.
Full USDX 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.