Home › Compare › TOPPX vs JEPQ
TOPPX yields 7.82% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TOPPX + 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 TOPPX + JEPQ for your $10,000?
The fund invests primarily in the common stocks of small and mid cap companies which have the potential to deliver above-average long-term earnings growth. The adviser defines small cap companies with a market capitalization of less than $3 billion and mid cap companies as companies with a market capitalization greater than $3 billion but less than the largest stock by market capitalization in the Russell Midcap® Index. In addition, the fund may invest in large cap companies. Market capitalization is measured at the time of initial purchase.
Full TOPPX 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.