Home › Compare › IEVOX vs JEPQ
IEVOX yields 25.22% · JEPQ yields 11.10%● Live data
📍 IEVOX pulled ahead of the other in Year 1
Combined, IEVOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of IEVOX + JEPQ for your $10,000?
The portfolio invests primarily in equity securities, principally common stocks, of non-U.S. companies. Under normal circumstances, the portfolio invests at least 80% of its assets in equity securities. The portfolio may invest in securities of companies across the capitalization spectrum. At times, the portfolio may engage in active and frequent trading, which will increase portfolio turnover. The fund is non-diversified.
Full IEVOX 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.