Home › Compare › TSDLX vs JEPQ
TSDLX yields 4.79% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TSDLX + 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 TSDLX + JEPQ for your $10,000?
The investment seeks to provide income consistent with limited fluctuation in principal value and liquidity. The fund invests in a diversified portfolio of short-duration fixed income securities. It normally invests at least 80% of its net assets (including any borrowings for investment purposes) in fixed income securities. Under normal market conditions, the fund's effective duration will be 3 years or less. It may invest in securities issued by both U.S. and non-U.S. issuers, including issuers in emerging market countries.
Full TSDLX 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.