Home › Compare › GTAPX vs JEPQ
GTAPX yields 16.19% · JEPQ yields 11.10%● Live data
📍 GTAPX pulled ahead of the other in Year 1
Combined, GTAPX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GTAPX + JEPQ for your $10,000?
The investment seeks absolute return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in long and short positions with respect to equity securities, such as common stocks, of public companies tied economically to the U.S. It will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000® Index.
Full GTAPX 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.