Home › Compare › LCAOX vs JEPQ
LCAOX yields 14.64% · JEPQ yields 11.10%● Live data
📍 LCAOX pulled ahead of the other in Year 1
Combined, LCAOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of LCAOX + JEPQ for your $10,000?
The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. The Portfolio invests primarily in exchange-traded open-end management investment companies (“ETFs”), generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.
Full LCAOX 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.