Home › Compare › FNTEX vs JEPQ
FNTEX yields 15.27% · JEPQ yields 11.10%● Live data
📍 FNTEX pulled ahead of the other in Year 1
Combined, FNTEX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FNTEX + JEPQ for your $10,000?
Normally the fund invests at least 80% of assets in securities of disruptive finance companies. Normally it invests primarily in equity securities. Companies within the disruptive financials theme include but are not limited to those companies that, in the Adviser's opinion, are engaged in digital solutions to deliver more cost effective, efficient, and customized financial services such as digital payments, data processing, internet banks, and other disruptive lending and insurance business models. The fund is non-diversified.
Full FNTEX 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.