Home › Compare › ATOAX vs JEPQ
ATOAX yields 2.38% · JEPQ yields 11.10%● Live data
📍 ATOAX pulled ahead of the other in Year 4
Combined, ATOAX + 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 ATOAX + JEPQ for your $10,000?
The fund invests its assets in a combination of tax-exempt obligations and taxable debt obligations. Under normal circumstances, it invests at least 80% of its net assets in tax-exempt obligations. The fund's average portfolio maturity, at the time of investment, will be two years or less. The obligations in which the fund invests must, at the time of investment, be rated investment grade, as determined by the various rating agencies, or if unrated, of comparable quality as determined by the Adviser.
Full ATOAX 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.