SPQQ yields 7.13% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SPQQ + 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 SPQQ + JEPQ for your $10,000?
The index's construction begins by identifying two universes of stocks. It then selects the 30 largest companies from each universe by market capitalization and weights each company equally. Under normal circumstances, the fund generally will replicate the index by investing in all of the securities in the index in proportion to their weighting in the index. It is non-diversified.
Full SPQQ 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.