Home › Compare › SIBAX vs JEPQ
SIBAX yields 3.58% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SIBAX + 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 SIBAX + JEPQ for your $10,000?
The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% in fixed-income securities. The equity portion of the fund's portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of $5 billion or more. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of debt securities. The adviser seeks to maintain an average effective duration for the fixed-income portion of the fund's portfolio of 3 to 7 years.
Full SIBAX 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.