Home › Compare › FSMEX vs JEPQ
FSMEX yields 9.40% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FSMEX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FSMEX + JEPQ for your $10,000?
The fund normally invests at least 80% of its assets in securities of companies principally engaged in research, development, manufacture, distribution, supply, or sale of medical equipment, devices, and related technologies, companies enabling drug discovery, and companies providing information technology services primarily to health care providers. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. The fund is non-diversified.
Full FSMEX 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.