Home › Compare › CLOAX vs JEPQ
CLOAX yields 22.32% · JEPQ yields 11.10%● Live data
📍 CLOAX pulled ahead of the other in Year 1
Combined, CLOAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of CLOAX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective primarily by taking long positions and short positions in equity securities in both U.S. and non-U.S. markets. The fund invests primarily in a broad selection of global equity securities, including preferred stocks. Under normal circumstances, the Advisor expects to invest in securities of issuers located in at least three countries (in addition to the United States).
Full CLOAX 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.