Home › Compare › FMEDX vs JEPQ
FMEDX yields 17.73% · JEPQ yields 11.10%● Live data
📍 FMEDX pulled ahead of the other in Year 1
Combined, FMEDX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of FMEDX + JEPQ for your $10,000?
Normally the fund invests at least 80% of assets in securities of disruptive medicine companies. Normally it invests primarily in equity securities. Companies within the disruptive medicine theme include but are not limited to those companies that, in the Adviser's opinion, are engaged in robotic surgery, gene therapy, genomics, rare diseases, medical devices and equipment, immunotherapy, technology-based health care platforms, and consumer wellness. The fund is non-diversified.
Full FMEDX 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.