Home › Compare › ATESX vs JEPQ
ATESX yields 13.15% · JEPQ yields 11.10%● Live data
📍 ATESX pulled ahead of the other in Year 1
Combined, ATESX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ATESX + JEPQ for your $10,000?
Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds ("ETFs") and mutual funds, at least 80% of its net assets (plus the amount of borrowings, if any) in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the fund's equity investments.
Full ATESX 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.