Home › Compare › EDFAX vs JEPQ
EDFAX yields 11.11% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EDFAX + 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 EDFAX + JEPQ for your $10,000?
The investment seeks total return (including capital appreciation and current income). At least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in dividend yielding equity securities of companies that meet the fund's ESG standards. The adviser expects to invest primarily in large-cap common stocks, although the fund may invest in companies of any size.
Full EDFAX 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.