JUSA yields 0.95% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JUSA + 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 JUSA + JEPQ for your $10,000?
Under normal circumstances, at least 80% of the fund’s assets will be invested in the equity securities of large, well-established companies located in the United States. Large, well-established companies are companies with market capitalizations similar to those within the universe of the S&P 500 Index (the Benchmark). The fund will invest primarily in the securities of large cap market capitalization companies, although the fund may also invest in mid cap securities. The equity securities in which the fund may invest will primarily consist of common stock of U.S. companies.
Full JUSA 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.