Home › Compare › IUESX vs JEPQ
IUESX yields 4.50% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, IUESX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of IUESX + JEPQ for your $10,000?
The fund primarily invests in the equity securities of foreign companies, including those in emerging markets, and is generally not limited by any particular capitalization, style or sector, and may invest in any foreign country. While the fund is generally not limited within its equity universe, the manager currently intends to focus on investing in mid to large capitalization companies in a diversified group of sectors and foreign countries. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities.
Full IUESX 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.