Home › Compare › CISMX vs JEPQ
CISMX yields 4.77% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, CISMX + 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 CISMX + JEPQ for your $10,000?
Under normal circumstances, the fund invests primarily in equity securities of U.S. small and medium market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts ("ADRs"). It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.
Full CISMX 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.