Home › Compare › ALTEX vs JEPQ
ALTEX yields 13.53% · JEPQ yields 11.10%● Live data
📍 ALTEX pulled ahead of the other in Year 1
Combined, ALTEX + 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 ALTEX + JEPQ for your $10,000?
The fund normally invests at least 80% of its assets in alternative energy and alternative energy technology companies, both U.S. and international. It may purchase stocks of any capitalization, including, but not limited to, large-cap, mid-cap or small-cap stocks. The fund's international stock investments may include stocks of companies based in or doing substantial business in both developed markets and emerging markets. It may also from time to time, as part of its principal investment strategies, invest a substantial portion of its assets in cash or cash equivalents. The fund is non-diversified.
Full ALTEX 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.