Home › Compare › HCMKX vs JEPQ
HCMKX yields 3.92% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HCMKX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HCMKX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective through investments in ETFs that invest in foreign (including emerging markets) and domestic (i) equity securities of any market capitalization (ii) fixed income securities of any maturity, duration and credit quality (including "junk bonds") (iii) investment companies (mutual funds, closed-end funds and ETFs) and (iv) cash and cash equivalents and put and call options. The adviser maintains the ability to invest a large percentage of the fund's holdings in one asset class of the market.
Full HCMKX 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.