Home › Compare › AGVEX vs JEPQ
AGVEX yields 0.82% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, AGVEX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of AGVEX + JEPQ for your $10,000?
The investment seeks to provide prudent growth of capital and conservation of principal. The fund invests primarily in common stocks of issuers around the world that the investment adviser believes have the potential for growth. It normally invests at least 80% of its net assets in equity-type securities. The fund allocates its assets among various countries, including the U.S. (but in no fewer than three countries). It invests significantly in issuers outside the United States (at least 40% of its net assets). The fund may invest up to 10% of its net assets in the securities of issuers based in emerging markets.
Full AGVEX 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.