Home › Compare › FFIOX vs JEPQ
FFIOX yields 20.47% · JEPQ yields 11.47%● Live data
📍 FFIOX pulled ahead of the other in Year 1
Combined, FFIOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FFIOX + JEPQ for your $10,000?
Under normal market conditions, the fund pursues its objective by investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies based in the United States. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. The Adviser uses a proprietary quantitative three factor model designed to select up to 50 stocks from the Russell 3000 Index.
Full FFIOX 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.