CCSO yields 0.61% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, CCSO + 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 CCSO + JEPQ for your $10,000?
The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in U.S.-listed equity securities of companies that, in the Sub-Adviser’s opinion, are primarily focused on building solutions to address climate change. It may invest in international companies, including those in emerging markets, through U.S. exchange-tradedADRs, however, they will not be considered U.S. equity securities for purposes of the fund’s 80% policy.
Full CCSO 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.