Home › Compare › AAIPX vs JEPQ
AAIPX yields 12.63% · JEPQ yields 11.10%● Live data
📍 AAIPX pulled ahead of the other in Year 1
Combined, AAIPX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of AAIPX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks and securities convertible into common stocks (collectively, stocks) of issuers based in at least three different countries located outside the United States. It primarily invests in countries comprising the MSCI® EAFE Index. The MSCI EAFE Index is designed to represent the performance of large- and mid-capitalization securities across 21 developed markets countries, including countries in Europe, Australasia and the Far East, and excluding the U.S. and Canada.
Full AAIPX 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.