Home › Compare › FLVEX vs JEPQ
FLVEX yields 13.97% · JEPQ yields 11.10%● Live data
📍 FLVEX pulled ahead of the other in Year 1
Combined, FLVEX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FLVEX + JEPQ for your $10,000?
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. It invests in domestic and foreign issuers.
Full FLVEX 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.