Home › Compare › FNSOX vs JEPQ
FNSOX yields 3.35% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FNSOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FNSOX + JEPQ for your $10,000?
The fund normally invests at least 80% of assets in securities included in the Bloomberg U.S. 1-5 Year Government/Credit Bond Index, a market value-weighted index of fixed-rate investment-grade debt securities with maturities from one to five years from the U.S. treasury, U.S. government-related, and U.S. corporate indexes. It normally maintains a dollar-weighted average maturity that generally is expected to be three years or less, consistent with that of the index. The fund invests in domestic and foreign issuers.
Full FNSOX 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.