Home › Compare › OMSIX vs JEPQ
OMSIX yields 8.48% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, OMSIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of OMSIX + JEPQ for your $10,000?
The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies of different capitalization ranges. It currently focuses on larger capitalization issuers, which are considered to be companies with market capitalizations equal to the companies in the Russell 1000. The portfolio managers use fundamental research to select securities for the fund's portfolio, which is comprised of both growth and value stocks. The fund aims to maintain a broadly diversified portfolio across major economic sectors by applying investment parameters for both sector and position size.
Full OMSIX 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.