JPY yields 2.33% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JPY + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of JPY + JEPQ for your $10,000?
JPY offers a way to access opportunities to the Japanese equity market, investing in a range of equity-related securities, including common and preferred stocks, warrants, and rights. Portfolio construction is based on an active, research-based approach that identifies sectors with high growth potential at different stages of the economic cycle. Rather than focusing on a specific industry or market capitalization, the fund adapts to changing market conditions. The fund may invest in ETFs. Additionally, it may use futures and swaps for hedging purposes or boost returns. The fund may hedge exposure to the Japanese yen relative to the US dollar through forward contracts when deemed appropriate.
Full JPY 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.