Home › Compare › ACRTX vs JEPQ
ACRTX yields 14.25% · JEPQ yields 11.10%● Live data
📍 ACRTX pulled ahead of the other in Year 1
Combined, ACRTX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ACRTX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. Small-cap companies are those with a market capitalization at the time of purchase of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000 ®Index, the S&P Small Cap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. It may also invest in real estate investment trusts (“REITs”).
Full ACRTX 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.