Home › Compare › SPFZX vs JEPQ
SPFZX yields 4.23% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SPFZX + 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 SPFZX + JEPQ for your $10,000?
The fund normally invests at least 65% of the fund's total assets in equity and equity-related securities of companies that the subadviser believes have strong capital appreciation potential. These companies are generally medium- to large-capitalization companies. The equity and equity-related securities in which the fund primarily invests are common stocks, non-convertible preferred stocks and convertible securities. It participates in the initial public offering (IPO) market. The fund also may invest in foreign securities. The fund is non-diversified.
Full SPFZX 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.