Home › Compare › TDEAX vs JEPQ
TDEAX yields 20.70% · JEPQ yields 11.10%● Live data
📍 TDEAX pulled ahead of the other in Year 1
Combined, TDEAX + 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 TDEAX + JEPQ for your $10,000?
The investment seeks capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in U.S. equity securities. It pursues its objective by seeking to track the total return, before fees and expenses, of the TOBAM Anti-Benchmark® US Core Equity Index. The index is a proprietary rules-based index created by the fund's sub-advisor, TOBAM S.A.S., that is designed to create a more diversified equity portfolio of U.S. equity securities relative to traditional market capitalization weighted benchmarks.
Full TDEAX 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.