EZRO yields 7.78% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EZRO + 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 EZRO + JEPQ for your $10,000?
EZRO is a passively managed fund-of-funds, selecting ETFs based on performance signals that alternate between bull and bear market conditions. The underlying index employs AI and proprietary algorithms to make this assessment. During bull market conditions, the portfolio allocates equally to sector, sub-sector, and thematic equity ETFs from various providers. During bear markets, the allocations shift to momentum leaders selected from bonds, treasuries, gold, and defensive ETFs. The portfolio is reconstituted and rebalanced at each month-end and following each shift in the overall market indicator.
Full EZRO 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.