SPRX yields 5.62% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SPRX + 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 SPRX + JEPQ for your $10,000?
The fund is an actively-managed exchange-traded fund (“ETF”) that will invest primarily in equity securities, including common stock or American depositary receipts (“ADRs”) of companies that Spear Advisors LLC (the “Adviser”) believes are poised to benefit from breakthrough innovation in industrial technology. The Adviser defines innovations in industrial technology as those technological developments that are transforming or have the potential to transform the industrial sector. It is non-diversified.
Full SPRX 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.