SPY - Buy JEPQ Over QQQ For Today's Market

2025-03-31 15:57:02 ET

Summary

• In this article, I answer the question, "Should I buy QQQ or JEPQ?"
• Both funds track an index primarily made of tech stocks and carry significant volatility, with one of the two incurring losses YTD.
• The answer relies on investors' outlook of markets, which I see as mixed for various reasons.
• I also discuss the implications of income vs. capital appreciation in returns, another bull run in stocks, and suitability recommendations for various risk-tolerances.

Introduction

The Nasdaq 100 index or NDX is most-often represented by one of the most famous ETFs (after all, it's the " Official ETF of the NCAA "), the Invesco QQQ Trust Series I (NASDAQ: QQQ ).

Just for the record, if Invesco wants a million-dollar idea for free, change the name to the "NASDAQ 100 ETF." That'll be the trick to breaking out of the top five ETFs by AUM. Not that being in the top five isn't already an incredible feat....

For further details see: