Home › Compare › AGAQX vs JEPQ
AGAQX yields 1.17% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, AGAQX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of AGAQX + JEPQ for your $10,000?
The fund seeks to invest at least 80% of the value of its net assets (which include borrowings for investment purposes) in equity securities such as common stocks, warrants and rights. It may invest in equity securities of U.S. and foreign issuers of any market capitalization. Under normal market conditions, the fund will invest in at least three different countries, with at least 40% of its net assets invested in securities of issuers located outside the United States.
Full AGAQX 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.