Home › Compare › FLATX vs JEPQ
FLATX yields 2.72% · JEPQ yields 11.47%● Live data
📍 FLATX pulled ahead of the other in Year 4
Combined, FLATX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FLATX + JEPQ for your $10,000?
The fund normally invests at least 80% of assets in securities of Latin American issuers and other investments that are tied economically to Latin America. It normally invests primarily in common stocks and allocates investment across different Latin American countries. The fund invests up to 35% of total assets in any industry that accounts for more than 20% of the Latin American market. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
Full FLATX 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.