Home › Compare › GAAEX vs JEPQ
GAAEX yields 0.33% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GAAEX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GAAEX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in publicly-traded equity securities of alternative energy companies (both U.S. and non-U.S.). The Advisor will invest the fund's assets in securities of all market capitalization companies, but under normal market conditions, it will invest in companies with a minimum market capitalization of $500 milllion. The fund will invest in companies economically tied to U.S. and to foreign countries, including, potentially, companies domiciled or traded in emerging markets.
Full GAAEX 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.