UBCB yields 10.50% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, UBCB + 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 UBCB + JEPQ for your $10,000?
The fund is actively managed by proprietary artificial intelligence (AI) algorithms. Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies listed on U.S. stock exchanges and markets, including common stocks, ADRs and exchange-traded funds that provide exposure to large cap companies. In normal market conditions, the adviser anticipates the fund will hold 40-100 different positions across a broad spectrum of industries as dictated by its proprietary investment models. The fund is non-diversified.
Full UBCB 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.