Home › Compare › EAEAX vs JEPQ
EAEAX yields 4.60% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EAEAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of EAEAX + JEPQ for your $10,000?
The fund invests primarily in diversified tax-managed portfolios sponsored by Eaton Vance Management and its affiliates ("Tax-Managed Portfolios") that invest at least 80% of their net assets in equity securities. It may invest up to 25% of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35% of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities.
Full EAEAX 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.