Home › Compare › VALLX vs JEPQ
VALLX yields 7.24% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VALLX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VALLX + JEPQ for your $10,000?
To achieve the fund's investment objective, the adviser invests substantially all of the fund's assets in common stock. Under normal circumstances, the Adviser expects that the fund's portfolio will generally consist of positions in 25 to 50 companies. During the investment selection process, the Adviser performs fundamental and quantitative analysis on each company and utilizes the rankings of companies by the Value Line Timeliness™ Ranking System to assist in selecting securities for purchase.
Full VALLX 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.