Home › Compare › PACOX vs JEPQ
PACOX yields 0.83% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PACOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PACOX + JEPQ for your $10,000?
The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the Standard & Poor's 500 Stock Index® (S&P 500 Index). While the majority of assets will be invested in large-capitalization U.S. common stocks, the fund may have small- and mid-capitalization and foreign exposure in keeping with fund objectives.
Full PACOX 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.