Home › Compare › CLERX vs JEPQ
CLERX yields 21.39% · JEPQ yields 11.10%● Live data
📍 CLERX pulled ahead of the other in Year 1
Combined, CLERX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of CLERX + JEPQ for your $10,000?
The fund invests primarily in exchange traded funds ("ETFs"), other open-end mutual funds, and closed-end funds. It invests in underlying funds that invest in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers. The fund typically invests approximately 50% of its total assets to equity securities (with the allowable range set at approximately 30-70%) and approximately 50% of its total assets to fixed income securities (with the allowable range set at approximately 30-70%).
Full CLERX 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.