Home › Compare › TEEAX vs JEPQ
TEEAX yields 100.04% · JEPQ yields 11.10%● Live data
📍 TEEAX pulled ahead of the other in Year 1
Combined, TEEAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TEEAX + JEPQ for your $10,000?
The fund normally invests at least 80% of its assets in common stocks of small companies. The adviser currently considers small companies to be those within the market capitalization range of the Russell 2000® Index at the time of initial purchase by the fund. As part of the investment process, the Advisor takes environmental, social and governance (“ESG”) factors into account through an integrated approach within the investment team’s fundamental investment analysis framework.
Full TEEAX 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.