Home › Compare › LZFOX vs JEPQ
LZFOX yields 22.46% · JEPQ yields 11.10%● Live data
📍 LZFOX pulled ahead of the other in Year 1
Combined, LZFOX + 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 LZFOX + JEPQ for your $10,000?
The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an "economic franchise," meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.
Full LZFOX 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.