Home › Compare › MIDSX vs JEPQ
MIDSX yields 51.41% · JEPQ yields 11.10%● Live data
📍 MIDSX pulled ahead of the other in Year 1
Combined, MIDSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MIDSX + JEPQ for your $10,000?
In pursuit of its investment objectives, the fund invests at least 65% of its total assets in (i) securities (e.g., common and preferred stocks, bonds, convertible securities, etc.) of companies primarily involved, directly or indirectly, in the business of mining, processing, fabricating, distributing or otherwise dealing in gold, silver, platinum, other precious metals, or other natural resources ("Natural Resources Companies") and (ii) gold, silver, and platinum bullion and coins. The fund is non-diversified.
Full MIDSX 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.