Home › Compare › TBCUX vs JEPQ
TBCUX yields 8.00% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TBCUX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TBCUX + JEPQ for your $10,000?
The fund invests primarily in foreign equity securities that the adviser believes are undervalued but may invest in U.S. securities to a limited extent. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. The fund invests primarily in equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive.
Full TBCUX 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.