Home › Compare › BIASX vs JEPQ
BIASX yields 19.90% · JEPQ yields 11.10%● Live data
📍 BIASX pulled ahead of the other in Year 1
Combined, BIASX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of BIASX + JEPQ for your $10,000?
Under normal conditions, the Adviser seeks to achieve the fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of small domestic companies. The fund invests primarily in companies the Adviser believes have above average growth prospects. Equity securities include domestic common and preferred stock, convertible debt securities, American Depositary Receipts ("ADRs"), real estate investment trusts ("REITs") and exchange traded funds ("ETFs").
Full BIASX 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.