Home › Compare › SCUVX vs JEPQ
SCUVX yields 14.39% · JEPQ yields 11.10%● Live data
📍 SCUVX pulled ahead of the other in Year 1
Combined, SCUVX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of SCUVX + JEPQ for your $10,000?
The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities.
Full SCUVX 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.