Home › Compare › SCATX vs JEPQ
SCATX yields 3.67% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SCATX + 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 SCATX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.
Full SCATX 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.