Home › Compare › RIVBX vs JEPQ
RIVBX yields 30.72% · JEPQ yields 11.10%● Live data
📍 RIVBX pulled ahead of the other in Year 1
Combined, RIVBX + 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 RIVBX + JEPQ for your $10,000?
Under normal circumstances, the fund invests in equity securities of companies of any size, including small- and mid-capitalization companies. Its investments in foreign securities are primarily comprised of U.S. dollar-denominated securities of foreign issuers traded in the United States and American Depositary Receipts ("ADRs"). The fund's investments in equity securities may include common stock, preferred stock and convertible securities. While it invests primarily in equity securities of U.S. issuers, the fund may invest in securities of non-U.S. issuers.
Full RIVBX 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.