Home › Compare › TOPHX vs JEPQ
TOPHX yields 9.42% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TOPHX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TOPHX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective by investing primarily in the common stocks of small and mid- cap value companies that the portfolio managers consider to be undervalued, generate strong free cash flow, have shareholder friendly management teams and possess a catalyst for improved financial performance. In addition, it may invest in large cap companies.
Full TOPHX 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.