JEPQ’s 10% Dividend Is Legendary, But At What Cost?
Yahoo Finance·2025-12-11 15:42
24/7 Wall St. Quick Read JEPQ delivers an 11.52% dividend yield by selling covered calls on Nasdaq-100 stocks but caps upside gains during rallies. QQQ returned 22.27% year-to-date and 106.68% over five years without options strategies. JEPQ’s yield came at the cost of 10-12 percentage points in annual returns. JEPQ’s monthly distributions fluctuate 50% based on volatility. The fund holds 43.7% in technology stocks with 168% portfolio turnover. If you’re thinking about retiring or know someone who ...