Home › Compare › FAKDX vs JEPQ
FAKDX yields 30.60% · JEPQ yields 11.10%● Live data
📍 FAKDX pulled ahead of the other in Year 1
Combined, FAKDX + 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 FAKDX + JEPQ for your $10,000?
The investment seeks to generate a total pre-tax return, including capital growth and dividends, that is greater than the rate of inflation over a three-to-five-year period. The fund invests primarily in common stocks, but may also invest in other types of equity securities, such as real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), or other similar publicly traded securities (such as convertible preferred stocks and convertible debentures). The Adviser generally selects securities for the fund's portfolio based on individual stocks rather than on industries or industry groups.
Full FAKDX 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.