Home › Compare › IVWAX vs JEPQ
IVWAX yields 11.67% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, IVWAX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of IVWAX + JEPQ for your $10,000?
The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including U.S. markets. The fund, under normal market conditions, will invest no less than 30%, although the advisor intends to invest at least 40%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of the U.S., Canada, Japan and Western Europe.
Full IVWAX 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.