Home › Compare › IILGX vs JEPQ
IILGX yields 11.33% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, IILGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of IILGX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of domestic and international companies. It invests approximately 40% of its net assets in foreign assets. It seeks to achieve its investment objective by investing primarily in domestic and foreign common stocks. The fund may buy and sell futures contracts to either hedge its exposure or obtain exposure to certain investments.
Full IILGX 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.