Home › Compare › IASMX vs JEPQ
IASMX yields 7.01% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, IASMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of IASMX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in publicly-traded equity securities of companies that are tied economically to countries in Asia excluding Japan. Under normal market conditions it will invest in securities of companies in at least four different countries in Asia. The fund will invest in companies in emerging market countries.
Full IASMX 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.