Home › Compare › EPVIX vs JEPQ
EPVIX yields 7.09% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EPVIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of EPVIX + JEPQ for your $10,000?
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies located in Europe or the Pacific Rim. The fund's advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the fund's advisor to be value oriented and dividend paying companies.
Full EPVIX 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.