Home › Compare › MYIFX vs JEPQ
MYIFX yields 20.46% · JEPQ yields 11.10%● Live data
📍 MYIFX pulled ahead of the other in Year 1
Combined, MYIFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MYIFX + JEPQ for your $10,000?
The fund invests approximately 50% of its assets in exchange-traded funds (ETFs) that seek to track the S&P 500® Index or other broad-based market indices that primarily include stocks of large capitalization U.S. companies. The balance of the fund is directly invested in common stocks of companies of all market capitalization ranges and is diversified among industries and market sectors.
Full MYIFX 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.