TAEQ yields 7.42% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TAEQ + 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 TAEQ + JEPQ for your $10,000?
The investment seeks capital appreciation. Under normal conditions, the fund invests in equity securities of companies of any capitalization that are traded on U.S. exchanges and exchange traded funds ("ETFs") that primarily invest in U.S. equity securities ("Equity ETFs"). The adviser's models may also direct for investment in ETFs that invest in treasury bonds, volatility ETFs and exchange-traded notes ("ETNs") and leveraged and inverse ETFs.
Full TAEQ 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.