Home › Compare › MXAPX vs JEPQ
MXAPX yields 9.27% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MXAPX + 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 MXAPX + JEPQ for your $10,000?
The fund usually invests in underlying equity funds according to the following asset allocation ranges: 10% to 40% of assets in international funds, 0%-15% of assets in emerging markets funds, 5% to 35% of assets in small cap funds, 10% to 40% of assets in mid cap funds, 25% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 0% to 10% in bond fund and 0% to 10% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
Full MXAPX 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.