Home › Compare › IMIDX vs JEPQ
IMIDX yields 13.10% · JEPQ yields 11.10%● Live data
📍 IMIDX pulled ahead of the other in Year 1
Combined, IMIDX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of IMIDX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth® Index.
Full IMIDX 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.