Home › Compare › CLSAX vs JEPQ
CLSAX yields 16.08% · JEPQ yields 11.10%● Live data
📍 CLSAX pulled ahead of the other in Year 1
Combined, CLSAX + 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 CLSAX + JEPQ for your $10,000?
The fund invests primarily in ETFs, other open-end mutual funds, and closed-end funds. It invests in underlying funds that primarily invest in common stock or securities convertible into or exchangeable for common stock (such as convertible preferred stock, convertible debentures or warrants), including the stock of foreign issuers. The fund invests under normal market conditions, at least 80% of the fund's assets (defined as net assets plus the amount of any borrowing for investment purposes) in equity securities.
Full CLSAX 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.