SPLS yields 19.51% · JEPQ yields 11.10%● Live data
📍 SPLS pulled ahead of the other in Year 1
Combined, SPLS + 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 SPLS + JEPQ for your $10,000?
The fund will invest, under normal circumstances, at least 80% of its assets in a combination of the Equity Portfolio and Fixed Income Portfolio, which may be represented by underlying funds, options, futures contracts, or swap agreements. The fund generally intends to consider the federal income tax impact of the manner in which it seeks to obtain and dispose of investment exposures. The fund’s benchmark index is the S&P 500 Index. The fund is non-diversified.
Full SPLS 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.