Home › Compare › ACDHX vs JEPQ
ACDHX yields 12.27% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, ACDHX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ACDHX + JEPQ for your $10,000?
The portfolio manager's use of short selling as a primary investment strategy creates leverage in an attempt to increase returns. It may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection. The fund invests primarily in developed countries (including the United States), but it may also invest a portion of its assets in emerging market countries.
Full ACDHX 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.