Home › Compare › HNRGX vs JEPQ
HNRGX yields 0.41% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HNRGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HNRGX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets in companies operating in the United States across the full spectrum of the energy supply/demand value chain, including traditional upstream, midstream, and downstream energy companies, as well as renewable energy companies and energy end users. Investments consist primarily of common stocks. The fund may also invest up to 25% of its total assets in securities of energy-related master limited partnerships ("MLPs").
Full HNRGX 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.