Home › Compare › TGIHX vs JEPQ
TGIHX yields 15.00% · JEPQ yields 11.10%● Live data
📍 TGIHX pulled ahead of the other in Year 1
Combined, TGIHX + 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 TGIHX + JEPQ for your $10,000?
The fund normally invests at least 80% of its assets in equity securities. It will invest in securities which the fund's investment adviser believes have the potential for capital appreciation, dividend income, or both. The fund focuses on large-cap securities that the advisor believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buy-backs or both.
Full TGIHX 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.