Home › Compare › CLSHX vs JEPQ
CLSHX yields 16.14% · JEPQ yields 11.10%● Live data
📍 CLSHX pulled ahead of the other in Year 1
Combined, CLSHX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of CLSHX + JEPQ for your $10,000?
The investment seeks to limit the impact of large equity market declines; the secondary investment objective is growth of capital. The fund invests primarily in U.S. Treasury bills, individual equity securities, money market funds, exchange traded funds ("ETFs"), open-end mutual funds and closed-end funds that each invest primarily in equity securities (common stock and securities convertible into common stock). This group of ETFs and funds is referred to as "underlying funds." Equity securities, whether purchased directly or indirectly through underlying funds, are not restricted by issuer capitalization or country.
Full CLSHX 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.