Home › Compare › FPVSX vs JEPQ
FPVSX yields 8.14% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FPVSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FPVSX + JEPQ for your $10,000?
Under normal market conditions, the fund invests at least 80% of its net assets in shares of common stock of small-capitalization companies, consistent with companies within the Russell 2000® Value Index. It will typically invest in 100 to 120 companies with initial weightings between 0.25% to 1.00% of the fund's total assets in order to have broad industry representation and reduce individual security risk within the fund.
Full FPVSX 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.