Home › Compare › CAMIX vs JEPQ
CAMIX yields 1.86% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, CAMIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of CAMIX + JEPQ for your $10,000?
The investment seeks total return and capital preservation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of foreign companies. It focuses predominantly on medium to large market capitalization equity securities. In some circumstances, the fund purchases American Depositary Receipts ("ADRs") which are traded on U.S. exchanges and represent an ownership interest in a foreign security, rather than foreign shares that are traded on foreign exchanges, because the ADRs have greater liquidity or for other reasons.
Full CAMIX 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.