Home › Compare › LYRIX vs JEPQ
LYRIX yields 5.88% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, LYRIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of LYRIX + JEPQ for your $10,000?
The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. It normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.
Full LYRIX 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.