Home › Compare › THOCX vs JEPQ
THOCX yields 5.42% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, THOCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of THOCX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal.
Full THOCX 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.