Home › Compare › EVUAX vs JEPQ
EVUAX yields 5.75% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EVUAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of EVUAX + JEPQ for your $10,000?
The fund invests at at least 80% of its net assets in common, preferred and convertible preferred stocks of utility and telecommunications companies. It up to 20% of the fund's net assets in dividend-paying equity securities of non-utility and non-telecommunications companies. The fund invests up to 25% of its total assets in equity securities of foreign issuers, including ADRs and similar investments and up to 10% of its total assets in emerging market equity securities. It is non-diversified.
Full EVUAX 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.