Home › Compare › MERKX vs JEPQ
MERKX yields 26.21% · JEPQ yields 11.10%● Live data
📍 MERKX pulled ahead of the other in Year 1
Combined, MERKX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MERKX + JEPQ for your $10,000?
The fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in "hard currency" denominated investments. The fund normally obtains exposure to hard currencies by directly investing in high quality, short-term debt instruments, including sovereign debt, denominated in hard currencies, or indirectly by investing in domestic fixed income securities and forward foreign currency contracts on hard currencies. The fund is non-diversified.
Full MERKX 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.