Home › Compare › TWAOX vs JEPQ
TWAOX yields 22.16% · JEPQ yields 11.10%● Live data
📍 TWAOX pulled ahead of the other in Year 1
Combined, TWAOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TWAOX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities (consisting of common stocks, preferred stocks and convertible securities) of U.S. companies. It principally invests in mid- and small-size U.S. companies. Equity securities of mid- and small-size companies tend to have greater price fluctuations than larger, more established companies.
Full TWAOX 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.