Home › Compare › NRIIX vs JEPQ
NRIIX yields 5.04% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, NRIIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of NRIIX + JEPQ for your $10,000?
The investment seeks a high level of current income; the secondary objective is to seek capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in securities issued by real asset related companies that are generating income at the time of purchase. It will invest in both equity securities and debt securities, but will not invest more than 40% of its net assets in debt securities. The fund will invest in non-U.S. securities, but will limit its exposure to emerging markets to 50% of its net assets at the time of purchase.
Full NRIIX 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.