Home › Compare › OBEMX vs JEPQ
OBEMX yields 0.61% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, OBEMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of OBEMX + JEPQ for your $10,000?
The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of borrowings, if any) in securities of companies based in emerging markets. Emerging market countries consist of any country defined as Emerging Market, Frontier, or Developing by MSCI, the International Monetary Fund ("IMF"), or the World Bank. The fund invests principally in the common stocks of companies that its investment adviser believes have the potential for significant long-term growth in market value.
Full OBEMX 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.