Home › Compare › TCLNX vs JEPQ
TCLNX yields 4.81% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TCLNX + 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 TCLNX + JEPQ for your $10,000?
The fund is a "fund of funds" that invests in Class W shares of other funds of the Trust and in other investment pools or investment products. Advisors currently expects to allocate approximately 55.80% of the fund's assets to equity underlying funds, 39.20% of its assets to fixed-income underlying funds and 5.00% of its assets to direct real estate underlying funds. Target allocations will change over time and actual allocations may vary up to ten percentage points from the targets.
Full TCLNX 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.