Home › Compare › HIIGX vs JEPQ
HIIGX yields 11.50% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HIIGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HIIGX + JEPQ for your $10,000?
The fund invests primarily (no less than 65% of its total assets under normal market conditions) in equity securities, including common and preferred stocks, of foreign companies that the Subadviser believes will experience growth and benefit from sustainable competitive advantages in their markets. It may invest in companies of any size located in, or economically tied to, any country or region outside of the United States, including developed foreign and emerging markets. The fund normally invests in at least three different countries outside of the United States.
Full HIIGX 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.