JMID yields 0.61% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JMID + 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 JMID + JEPQ for your $10,000?
JMID is designed to capitalize on mid-cap growth opportunities within the US market. The portfolio is constructed using a proprietary quantitative model that integrates fundamental research. Security selection focuses on identifying stocks expected to outperform, based on an analysis of various combinations and weightings. The objective is to generate alpha, or returns above the benchmark index, by analyzing key growth factors. Additionally, it employs portfolio optimization techniques to maintain alignment with the benchmark's risk profile. The fund may engage in active and frequent trading.
Full JMID 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.