Home › Compare › HEMRX vs JEPQ
HEMRX yields 0.63% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HEMRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HEMRX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies in emerging market countries. It may invest no more than 20% of its net assets in the securities of issuers in developed market countries. In addition, it may invest in securities issued by small- and mid-sized companies and in less seasoned issuers.
Full HEMRX 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.