AZAA yields 7.33% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, AZAA + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of AZAA + JEPQ for your $10,000?
Under normal market conditions, the fund invests at least 80% of its net assets in instruments with economic characteristics similar to U.S. large cap equity securities. Specifically, the manager intends to invest substantially all of the fund's assets in FLexible EXchange Options (“FLEX Options”) that reference the S&P 500 Price Index. The fund is non-diversified.
Full AZAA 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.