Home › Compare › MTCAX vs JEPQ
MTCAX yields 17.99% · JEPQ yields 11.10%● Live data
📍 MTCAX pulled ahead of the other in Year 1
Combined, MTCAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MTCAX + JEPQ for your $10,000?
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. It normally invests the fund's assets primarily in equity securities. The fund may invest its assets in securities of companies of any size. It is non-diversified.
Full MTCAX 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.