NUDV yields 1.83% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, NUDV + 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 NUDV + JEPQ for your $10,000?
The Fund employs a passive management (or "indexing") approach, investing primarily in high dividend-paying equity securities issued by companies listed on U.S. exchanges that meet certain environmental, social, and governance (“ESG ”) criteria. The Fund seeks to track the investment results, before fees and expenses, of the Nuveen ESG USA High Dividend Index (the “Index”).
Full NUDV 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.