Home › Compare › FACEX vs JEPQ
FACEX yields 27.38% · JEPQ yields 11.47%● Live data
📍 FACEX pulled ahead of the other in Year 1
Combined, FACEX + JEPQ cover 0 of 12 months — good coverage
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The investment seeks to achieve long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund seeks to buy and hold securities for the long term and seeks to keep portfolio turnover to a minimum. It is non-diversified.
Full FACEX 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.