Home › Compare › JSEAX vs JEPQ
JSEAX yields 6.36% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JSEAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of JSEAX + JEPQ for your $10,000?
The investment seeks total return from long-term capital growth and income. The fund invests at least 80% of the value of its assets in equity investments. "Assets" means net assets, plus the amount of borrowings for investment purposes. It primarily invests in foreign companies of various market capitalizations, including foreign subsidiaries of U.S. companies. The fund may invest in securities across all market capitalizations, although it may invest a significant portion of its assets in companies of any one particular market capitalization category.
Full JSEAX 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.