Home › Compare › MTXVX vs JEPQ
MTXVX yields 0.18% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MTXVX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MTXVX + JEPQ for your $10,000?
The investment seeks current income consistent with reasonable opportunity for future growth of capital and income. The fund normally invests a minimum of 30% of its net assets in equity securities and a minimum of 30% of its net assets in debt securities. From time to time, it may temporarily invest less than 30% of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations. The fund may invest in investment grade and below investment grade debt securities of varying maturities.
Full MTXVX 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.