Home › Compare › SAOCX vs JEPQ
SAOCX yields 5.02% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SAOCX + 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 SAOCX + JEPQ for your $10,000?
The fund pursues its objective by investing, under normal market conditions, in long and short positions of domestic equity and equity-related securities. It may invest in domestic equity securities, including small-, mid-, and large-capitalization securities. The fund also may invest in derivative instruments, including swaps on selected baskets of equity securities, to enable the fund to pursue its investment objective without investing directly in the securities of companies to which the fund is seeking exposure.
Full SAOCX 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.