Home › Compare › MECDX vs JEPQ
MECDX yields 8.48% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MECDX + 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 MECDX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of earning a high return on their invested capital relative to their cost of capital and that have positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of companies across all market capitalizations. The fund may invest up to 20% of its net assets in securities issued by companies in emerging markets as determined by the fund's Subadvisor.
Full MECDX 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.