JIDA yields 4.55% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JIDA + JEPQ cover 0 of 12 months — good coverage
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Under normal conditions, the fund will invest at least 80% of the value of its assets in international equity securities and equity-related instruments. The fund will primarily invest in foreign companies of various market capitalizations, including foreign subsidiaries of U.S. companies. The fund will invest primarily in the securities of large cap market capitalization companies, although the fund may also invest in mid cap securities.
Full JIDA 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.