GKAT yields 0.49% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GKAT + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GKAT + JEPQ for your $10,000?
GKAT primarily holds 25 to 40 stocks of any size with strong long-term appreciation potential and limited downside risk. The strategy seeks securities with low valuations combined with growing earnings, cash flow, and/or book value by utilizing five key principles. These include low valuation, discount to fair value, investment flexibility, focus, and a long-term outlook. Investments include common and preferred stocks, rights, warrants, special situations, ADRs, EDRs, and GDRs. At least 40% of the assets are non-US securities. The fund may hold fixed-income securities and ETFs, capped at 30%. It may also fully shift into cash or short-term instruments for liquidity or defensive purposes. Securities are sold when they no longer offer attractive upside or fail to meet valuation and growth criteria. On Aug. 25, 2025, GKAT converted from a mutual fund into an ETF structure, starting with $30.55 million in assets.
Full GKAT 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.