Home › Compare › ESVAX vs JEPQ
ESVAX yields 15.27% · JEPQ yields 11.10%● Live data
📍 ESVAX pulled ahead of the other in Year 1
Combined, ESVAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ESVAX + JEPQ for your $10,000?
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy"). The portfolio managers generally consider small-cap companies to be those companies with market capitalizations within the range of companies included in the MSCI World Small Cap Index.
Full ESVAX 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.