Home › Compare › OBSOX vs JEPQ
OBSOX yields 6.90% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, OBSOX + 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 OBSOX + JEPQ for your $10,000?
The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization of less than $5 billion or with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.
Full OBSOX 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.