Home › Compare › CUTAX vs JEPQ
CUTAX yields 2.90% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, CUTAX + 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 CUTAX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 50% of its total assets in municipal securities, the income from which is exempt from federal income tax. It also may invest in taxable instruments. While the fund may invest in securities with various maturities, under normal market conditions, it will seek to maintain an average effective portfolio duration of one year or less.
Full CUTAX 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.