Home › Compare › JPDVX vs JEPQ
JPDVX yields 14.73% · JEPQ yields 11.10%● Live data
📍 JPDVX pulled ahead of the other in Year 1
Combined, JPDVX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of JPDVX + JEPQ for your $10,000?
The fund's adviser typically seeks to invest the fund's assets among various types of asset classes based on the following allocation: 35%–80% equity securities; 15%–65% fixed income securities; 0%–10% convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities, in other mutual funds and ETFs within the same group of investment companies.
Full JPDVX 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.