Home › Compare › FCHPX vs JEPQ
FCHPX yields 19.82% · JEPQ yields 11.10%● Live data
📍 FCHPX pulled ahead of the other in Year 1
Combined, FCHPX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FCHPX + JEPQ for your $10,000?
The fund normally invests at least 80% of its assets in investment-grade municipal securities whose interest is exempt from federal income tax (but may be subject to the federal alternative minimum tax). It potentially invests more than 25% of total assets in municipal securities that finance similar types of projects. The fund liquidates shortly after the fund's target end-date of June 30, 2023.
Full FCHPX 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.