Home › Compare › QCSGX vs JEPQ
QCSGX yields 5.74% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, QCSGX + 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 QCSGX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's (Adviser) investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth Index.
Full QCSGX 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.