Home › Compare › NCBVX vs JEPQ
NCBVX yields 0.66% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, NCBVX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of NCBVX + JEPQ for your $10,000?
The investment seeks capital growth. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of mid-cap companies. The subadviser considers mid-cap companies to be companies with market capitalizations within the market cap range of companies included in the Russell Midcap Index (measured at the time of purchase). Most of the fund's assets will typically be invested in U.S. equity and equity-related securities, including up to 25% of its total assets in real estate investment trusts (REITs).
Full NCBVX 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.