EAFD yields 11.22% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EAFD + JEPQ cover 0 of 12 months — good coverage
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Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of companies listed on a developed ex-US index. The adviser defines an developed ex-US index as one that is comprised of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. The adviser pursues its equity strategy primarily by purchasing ETFs that invest principally in the equity securities of companies listed on a developed ex-US index. Up to twenty percent of the fund’s net assets will be subject to the fund’s downside convexity option overlay.
Full EAFD 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.