Home › Compare › OMOIX vs JEPQ
OMOIX yields 8.31% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, OMOIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of OMOIX + JEPQ for your $10,000?
The Adviser delegates the management of a portion of fund assets to a group of experienced investment managers that utilize a variety of investment strategies and styles. The fund may invest up to 85% of its net assets in derivatives including structured products, options, futures, forward currency contracts and swaps, including credit-default swaps.
Full OMOIX 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.