Home › Compare › HAVLX vs JEPQ
HAVLX yields 22.37% · JEPQ yields 11.10%● Live data
📍 HAVLX pulled ahead of the other in Year 1
Combined, HAVLX + 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 HAVLX + JEPQ for your $10,000?
The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadviser focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadviser believes to be their fair value. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
Full HAVLX 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.