Home › Compare › FISEX vs JEPQ
FISEX yields 10.15% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FISEX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FISEX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes (ELNs). The fund may invest in foreign securities, but does not currently anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States.
Full FISEX 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.