Home › Compare › FOIIX vs JEPQ
FOIIX yields 6.32% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FOIIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FOIIX + JEPQ for your $10,000?
The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective by using a quality growth investing style. It invests in a focused portfolio of the common stocks of high-quality U.S. companies and the common stocks and depositary receipts of high-quality companies that are organized under the laws of other countries around the world. The adviser seeks to stay fully invested and does not attempt to time the market.
Full FOIIX 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.